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 | $122,797 | $60,892+101.7% | $82,389+49.0% | $84,808+44.8% |
| Participation rate | 45.5% | 63.3%-17.8pp | 69.5%-24.1pp | 68.3%-22.9pp |
| Annual return | 15.08% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,852 | $1,779+4.1% | $2,517-26.4% | $2,631-29.6% |
| Participant deferral / active EE | $6,371 | $3,179+100.4% | $4,155+53.4% | $4,212+51.3% |
| Admin fee / account holder | $2,044 | $5,467-62.6% | $7,231-71.7% | $7,344-72.2% |