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 | $137,728 | $74,927+83.8% | $101,794+35.3% | $84,808+62.4% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.2%-11.5pp | 68.3%-10.6pp |
| Annual return | 12.63% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $652 | $1,522-57.2% | $2,289-71.5% | $2,631-75.2% |
| Participant deferral / active EE | $3,869 | $3,099+24.8% | $4,084-5.3% | $4,212-8.1% |
| Admin fee / account holder | $44,156 | $6,514+577.9% | $8,777+403.1% | $7,344+501.3% |