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 | $128,899 | $71,050+81.4% | $93,606+37.7% | $80,856+59.4% |
| Participation rate | 34.8% | 60.4%-25.6pp | 68.7%-33.9pp | 67.6%-32.9pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $630 | $1,564-59.7% | $2,420-74.0% | $2,755-77.1% |
| Participant deferral / active EE | $2,139 | $4,034-47.0% | $4,411-51.5% | $4,296-50.2% |
| Admin fee / account holder | $3,028 | $6,945-56.4% | $8,285-63.5% | $6,918-56.2% |