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 5-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 | $122,637 | $89,753+36.6% | $107,525+14.1% | $84,808+44.6% |
| Participation rate | 22.9% | 68.1%-45.1pp | 75.1%-52.2pp | 68.3%-45.4pp |
| Annual return | 14.02% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $897 | $3,113-71.2% | $3,754-76.1% | $2,631-65.9% |
| Participant deferral / active EE | $2,237 | $4,056-44.8% | $5,116-56.3% | $4,212-46.9% |
| Admin fee / account holder | $3,793 | $7,222-47.5% | $8,919-57.5% | $7,344-48.3% |