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 | $121,640 | $58,512+107.9% | $84,015+44.8% | $72,985+66.7% |
| Participation rate | 35.5% | 61.2%-25.7pp | 69.0%-33.5pp | 69.5%-34.0pp |
| Annual return | 25.58% | 28.93%-3.3pp | 71.31%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $820 | $1,163-29.5% | $1,983-58.6% | $2,440-66.4% |
| Participant deferral / active EE | $1,852 | $2,394-22.6% | $3,239-42.8% | $3,607-48.7% |
| Admin fee / account holder | $2,383 | $4,569-47.8% | $6,101-60.9% | $5,124-53.5% |