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 | $128,610 | $86,929+47.9% | $102,423+25.6% | $80,856+59.1% |
| Participation rate | 45.5% | 72.4%-26.9pp | 76.5%-31.0pp | 67.6%-22.2pp |
| Annual return | 22.43% | 18.88%+3.5pp | 29.32%-6.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $1,608 | $2,369-32.1% | $3,023-46.8% | $2,755-41.6% |
| Participant deferral / active EE | $4,172 | $4,118+1.3% | $5,053-17.4% | $4,296-2.9% |
| Admin fee / account holder | $25,619 | $8,049+218.3% | $9,451+171.1% | $6,918+270.3% |