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 | $128,557 | $49,915+157.6% | $154,803-17.0% | $74,304+73.0% |
| Participation rate | 37.6% | 54.0%-16.4pp | 78.1%-40.5pp | 60.3%-22.8pp |
| Annual return | 15.95% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,012 | $1,611-37.2% | $4,305-76.5% | $2,241-54.8% |
| Participant deferral / active EE | $1,867 | $2,255-17.2% | $5,540-66.3% | $3,767-50.4% |
| Admin fee / account holder | $3,355 | $2,189+53.3% | $14,329-76.6% | $2,969+13.0% |