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 | $116,698 | $74,927+55.7% | $101,794+14.6% | $84,808+37.6% |
| Participation rate | 39.7% | 61.4%-21.7pp | 69.2%-29.4pp | 68.3%-28.6pp |
| Annual return | 18.58% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $650 | $1,522-57.3% | $2,289-71.6% | $2,631-75.3% |
| Participant deferral / active EE | $2,257 | $3,099-27.2% | $4,084-44.7% | $4,212-46.4% |
| Admin fee / account holder | $10,542 | $6,514+61.8% | $8,777+20.1% | $7,344+43.6% |