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 | $135,144 | $74,927+80.4% | $101,794+32.8% | $84,808+59.4% |
| Participation rate | 54.2% | 61.4%-7.2pp | 69.2%-15.0pp | 68.3%-14.1pp |
| Annual return | 14.47% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,668 | $3,099-13.9% | $4,084-34.7% | $4,212-36.7% |
| Admin fee / account holder | $9,813 | $6,514+50.6% | $8,777+11.8% | $7,344+33.6% |