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 | $129,002 | $72,492+78.0% | $87,100+48.1% | $72,985+76.8% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 24.86% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.1pp |
| Employer contribution / active EE | $929 | $1,894-50.9% | $2,521-63.2% | $2,440-61.9% |
| Participant deferral / active EE | $5,481 | $3,270+67.7% | $4,049+35.4% | $3,607+52.0% |
| Admin fee / account holder | $1,416 | $5,055-72.0% | $7,497-81.1% | $5,124-72.4% |