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 | $109,051 | $60,892+79.1% | $82,389+32.4% | $84,808+28.6% |
| Participation rate | 55.6% | 63.3%-7.7pp | 69.5%-14.0pp | 68.3%-12.8pp |
| Annual return | 17.05% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $797 | $1,779-55.2% | $2,517-68.3% | $2,631-69.7% |
| Participant deferral / active EE | $5,092 | $3,179+60.2% | $4,155+22.6% | $4,212+20.9% |
| Admin fee / account holder | $877 | $5,467-84.0% | $7,231-87.9% | $7,344-88.1% |