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 | $118,868 | $74,927+58.6% | $101,794+16.8% | $84,808+40.2% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.2%-14.6pp | 68.3%-13.8pp |
| Annual return | 13.21% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $340 | $1,522-77.7% | $2,289-85.2% | $2,631-87.1% |
| Participant deferral / active EE | $2,723 | $3,099-12.1% | $4,084-33.3% | $4,212-35.4% |
| Admin fee / account holder | $17,733 | $6,514+172.2% | $8,777+102.0% | $7,344+141.5% |