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 | $138,923 | $74,927+85.4% | $101,794+36.5% | $84,808+63.8% |
| Participation rate | 58.4% | 61.4%-3.0pp | 69.2%-10.7pp | 68.3%-9.9pp |
| Annual return | 13.16% | 18.70%-5.5pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,707 | $1,522+12.2% | $2,289-25.4% | $2,631-35.1% |
| Participant deferral / active EE | $3,084 | $3,099-0.5% | $4,084-24.5% | $4,212-26.8% |
| Admin fee / account holder | $9,493 | $6,514+45.7% | $8,777+8.2% | $7,344+29.3% |