See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,459 | $68,719+68.0% | $91,541+26.1% | $84,808+36.1% |
| Participation rate | 32.3% | 64.5%-32.2pp | 69.8%-37.5pp | 68.3%-36.0pp |
| Annual return | 13.85% | 19.12%-5.3pp | 20.50%-6.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $394 | $1,920-79.5% | $2,505-84.3% | $2,631-85.0% |
| Participant deferral / active EE | $3,062 | $3,136-2.3% | $4,008-23.6% | $4,212-27.3% |
| Admin fee / account holder | $31,995 | $5,786+452.9% | $6,956+359.9% | $7,344+335.7% |