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 | $118,032 | $86,944+35.8% | $107,525+9.8% | $74,304+58.9% |
| Participation rate | 35.1% | 59.6%-24.5pp | 75.1%-40.0pp | 60.3%-25.3pp |
| Annual return | 16.62% | 23.52%-6.9pp | 181.32%-164.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,175 | $2,757-57.4% | $3,754-68.7% | $2,241-47.6% |
| Participant deferral / active EE | $2,700 | $3,554-24.0% | $5,116-47.2% | $3,767-28.3% |
| Admin fee / account holder | $2,211 | $3,727-40.7% | $8,919-75.2% | $2,969-25.5% |