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 | $135,584 | $53,777+152.1% | $134,143+1.1% | $79,858+69.8% |
| Participation rate | 51.4% | 58.8%-7.3pp | 72.2%-20.7pp | 69.6%-18.2pp |
| Annual return | 11.59% | 19.01%-7.4pp | 36.33%-24.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,365 | $1,321+3.3% | $3,704-63.2% | $2,471-44.8% |
| Participant deferral / active EE | $3,856 | $2,420+59.3% | $3,499+10.2% | $3,740+3.1% |
| Admin fee / account holder | $15,135 | $3,984+279.9% | $6,684+126.4% | $5,306+185.2% |