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 | $126,135 | $81,460+54.8% | $103,333+22.1% | $80,856+56.0% |
| Participation rate | 51.7% | 66.8%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 13.05% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,369 | $3,105-55.9% | $3,868-64.6% | $2,755-50.3% |
| Participant deferral / active EE | $2,271 | $3,869-41.3% | $5,057-55.1% | $4,296-47.1% |
| Admin fee / account holder | $1,802 | $6,566-72.6% | $8,355-78.4% | $6,918-74.0% |