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 | $118,736 | $66,098+79.6% | $101,794+16.6% | $74,304+59.8% |
| Participation rate | 45.1% | 53.8%-8.7pp | 69.2%-24.1pp | 60.3%-15.3pp |
| Annual return | 15.45% | 19.59%-4.1pp | 30.53%-15.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,171 | $1,082+8.2% | $2,289-48.8% | $2,241-47.8% |
| Participant deferral / active EE | $2,154 | $2,781-22.6% | $4,084-47.3% | $3,767-42.8% |
| Admin fee / account holder | $1,980 | $4,146-52.3% | $8,777-77.4% | $2,969-33.3% |