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 | $124,719 | $84,556+47.5% | $116,228+7.3% | $74,304+67.8% |
| Participation rate | 36.3% | 66.0%-29.8pp | 74.6%-38.3pp | 60.3%-24.1pp |
| Annual return | 14.75% | 18.35%-3.6pp | 90.06%-75.3pp | 29.43%-14.7pp |
| Employer contribution / active EE | $795 | $2,168-63.3% | $2,994-73.4% | $2,241-64.5% |
| Participant deferral / active EE | $2,557 | $3,814-33.0% | $4,953-48.4% | $3,767-32.1% |
| Admin fee / account holder | $3,087 | $3,792-18.6% | $11,989-74.2% | $2,969+4.0% |