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 | $114,347 | $66,098+73.0% | $101,794+12.3% | $74,304+53.9% |
| Participation rate | 36.1% | 53.8%-17.6pp | 69.2%-33.1pp | 60.3%-24.2pp |
| Annual return | 14.89% | 19.59%-4.7pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,151 | $2,781-22.7% | $4,084-47.3% | $3,767-42.9% |
| Admin fee / account holder | $4,693 | $4,146+13.2% | $8,777-46.5% | $2,969+58.1% |