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 | $119,465 | $70,428+69.6% | $96,562+23.7% | $85,850+39.2% |
| Participation rate | 48.8% | 61.8%-13.0pp | 69.8%-21.0pp | 69.3%-20.5pp |
| Annual return | 24.57% | 18.59%+6.0pp | 37.78%-13.2pp | 318.53%-294.0pp |
| Employer contribution / active EE | $961 | $1,413-32.0% | $2,356-59.2% | $2,565-62.5% |
| Participant deferral / active EE | $1,670 | $2,894-42.3% | $3,849-56.6% | $3,952-57.7% |
| Admin fee / account holder | $631 | $4,997-87.4% | $6,181-89.8% | $6,260-89.9% |