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 | $122,306 | $61,272+99.6% | $149,673-18.3% | $71,457+71.2% |
| Participation rate | 46.3% | 62.5%-16.2pp | 78.8%-32.5pp | 67.9%-21.6pp |
| Annual return | 22.54% | 35.85%-13.3pp | 134.42%-111.9pp | 28.85%-6.3pp |
| Employer contribution / active EE | $556 | $2,378-76.6% | $4,818-88.5% | $2,588-78.5% |
| Participant deferral / active EE | $2,556 | $2,917-12.4% | $5,680-55.0% | $4,289-40.4% |
| Admin fee / account holder | $1,858 | $1,261+47.3% | $13,210-85.9% | $1,587+17.0% |