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 | $100,621 | $54,541+84.5% | $78,778+27.7% | $70,131+43.5% |
| Participation rate | 45.2% | 60.8%-15.6pp | 69.2%-24.0pp | 69.5%-24.4pp |
| Annual return | 14.48% | 21.07%-6.6pp | 35.62%-21.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $383 | $1,089-64.8% | $1,986-80.7% | $2,342-83.6% |
| Participant deferral / active EE | $2,049 | $2,210-7.3% | $2,958-30.8% | $3,332-38.5% |
| Admin fee / account holder | $5,300 | $3,709+42.9% | $5,134+3.2% | $4,645+14.1% |