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 | $124,256 | $54,762+126.9% | $90,281+37.6% | $72,985+70.2% |
| Participation rate | 38.8% | 65.1%-26.3pp | 73.3%-34.4pp | 69.5%-30.7pp |
| Annual return | 18.32% | 30.63%-12.3pp | 78.10%-59.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,212 | $2,092-42.1% | $2,854-57.5% | $2,440-50.3% |
| Participant deferral / active EE | $2,127 | $2,887-26.3% | $3,885-45.3% | $3,607-41.1% |
| Admin fee / account holder | $5,702 | $3,972+43.6% | $5,351+6.6% | $5,124+11.3% |