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 | $128,587 | $84,556+52.1% | $116,228+10.6% | $74,304+73.1% |
| Participation rate | 51.0% | 66.0%-15.1pp | 74.6%-23.6pp | 60.3%-9.4pp |
| Annual return | 13.76% | 18.35%-4.6pp | 90.06%-76.3pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,863 | $2,168+32.1% | $2,994-4.4% | $2,241+27.7% |
| Participant deferral / active EE | $3,962 | $3,814+3.9% | $4,953-20.0% | $3,767+5.2% |
| Admin fee / account holder | $3,036 | $3,792-19.9% | $11,989-74.7% | $2,969+2.3% |