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 | $118,064 | $80,717+46.3% | $154,803-23.7% | $84,808+39.2% |
| Participation rate | 34.5% | 66.8%-32.3pp | 78.1%-43.5pp | 68.3%-33.8pp |
| Annual return | 17.69% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $909 | $2,761-67.1% | $4,305-78.9% | $2,631-65.4% |
| Participant deferral / active EE | $2,323 | $3,303-29.7% | $5,540-58.1% | $4,212-44.8% |
| Admin fee / account holder | $3,427 | $6,746-49.2% | $14,329-76.1% | $7,344-53.3% |