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 | $114,986 | $73,933+55.5% | $96,683+18.9% | $75,163+53.0% |
| Participation rate | 57.5% | 66.4%-8.9pp | 74.3%-16.8pp | 67.2%-9.7pp |
| Annual return | 16.97% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $778 | $2,928-73.4% | $3,737-79.2% | $2,670-70.9% |
| Participant deferral / active EE | $4,625 | $3,659+26.4% | $4,878-5.2% | $4,125+12.1% |
| Admin fee / account holder | $10,927 | $5,216+109.5% | $6,730+62.4% | $5,651+93.4% |