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 | $126,130 | $74,927+68.3% | $101,794+23.9% | $84,808+48.7% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.2%-17.2pp | 68.3%-16.3pp |
| Annual return | 16.26% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $747 | $1,522-50.9% | $2,289-67.4% | $2,631-71.6% |
| Participant deferral / active EE | $4,780 | $3,099+54.2% | $4,084+17.0% | $4,212+13.5% |
| Admin fee / account holder | $3,290 | $6,514-49.5% | $8,777-62.5% | $7,344-55.2% |