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 | $111,418 | $71,050+56.8% | $93,606+19.0% | $80,856+37.8% |
| Participation rate | 44.3% | 60.4%-16.1pp | 68.7%-24.4pp | 67.6%-23.3pp |
| Annual return | 20.34% | 11.26%+9.1pp | 133.20%-112.9pp | 35.59%-15.3pp |
| Employer contribution / active EE | $469 | $1,564-70.0% | $2,420-80.6% | $2,755-83.0% |
| Participant deferral / active EE | $1,793 | $4,034-55.5% | $4,411-59.4% | $4,296-58.3% |
| Admin fee / account holder | $4,241 | $6,945-38.9% | $8,285-48.8% | $6,918-38.7% |