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 | $107,648 | $68,914+56.2% | $136,749-21.3% | $74,304+44.9% |
| Participation rate | 20.7% | 51.3%-30.7pp | 72.1%-51.5pp | 60.3%-39.7pp |
| Annual return | 17.05% | 16.34%+0.7pp | 24.33%-7.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $624 | $1,561-60.0% | $3,400-81.6% | $2,241-72.1% |
| Participant deferral / active EE | $1,411 | $2,541-44.5% | $4,692-69.9% | $3,767-62.5% |
| Admin fee / account holder | $6,910 | $3,149+119.4% | $11,386-39.3% | $2,969+132.7% |