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 | $133,700 | $51,175+161.3% | $70,515+89.6% | $75,163+77.9% |
| Participation rate | 38.7% | 60.9%-22.2pp | 68.3%-29.6pp | 67.2%-28.5pp |
| Annual return | 13.62% | 30.02%-16.4pp | 32.77%-19.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $589 | $1,826-67.8% | $2,973-80.2% | $2,670-78.0% |
| Participant deferral / active EE | $2,112 | $2,849-25.9% | $4,567-53.8% | $4,125-48.8% |
| Admin fee / account holder | $8,585 | $4,091+109.9% | $6,412+33.9% | $5,651+51.9% |