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 | $109,698 | $67,606+62.3% | $82,313+33.3% | $70,131+56.4% |
| Participation rate | 35.0% | 72.8%-37.8pp | 76.9%-41.9pp | 69.5%-34.5pp |
| Annual return | 16.44% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $898 | $1,755-48.8% | $2,428-63.0% | $2,342-61.7% |
| Participant deferral / active EE | $2,054 | $2,987-31.2% | $3,706-44.6% | $3,332-38.3% |
| Admin fee / account holder | $2,859 | $4,512-36.6% | $5,608-49.0% | $4,645-38.4% |