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 | $136,210 | $54,541+149.7% | $78,778+72.9% | $70,131+94.2% |
| Participation rate | 69.0% | 60.8%+8.2pp | 69.2%-0.2pp | 69.5%-0.6pp |
| Annual return | 15.30% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,900 | $2,210-14.0% | $2,958-35.8% | $3,332-43.0% |
| Admin fee / account holder | $47,741 | $3,709+1187.3% | $5,134+829.9% | $4,645+927.7% |