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 | $120,390 | $35,183+242.2% | $73,545+63.7% | $70,131+71.7% |
| Participation rate | 28.6% | 42.9%-14.4pp | 54.9%-26.4pp | 69.5%-41.0pp |
| Annual return | 21.64% | 26.90%-5.3pp | -15.16%+36.8pp | 73.14%-51.5pp |
| Employer contribution / active EE | $531 | $709-25.0% | $1,219-56.4% | $2,342-77.3% |
| Participant deferral / active EE | $1,295 | $1,220+6.2% | $1,806-28.3% | $3,332-61.1% |
| Admin fee / account holder | $893 | $2,302-61.2% | $2,320-61.5% | $4,645-80.8% |