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 | $136,022 | $59,097+130.2% | $82,389+65.1% | $74,304+83.1% |
| Participation rate | 21.9% | 52.8%-30.9pp | 69.5%-47.7pp | 60.3%-38.5pp |
| Annual return | 13.98% | 22.85%-8.9pp | 28.67%-14.7pp | 29.43%-15.5pp |
| Employer contribution / active EE | $630 | $1,601-60.7% | $2,517-75.0% | $2,241-71.9% |
| Participant deferral / active EE | $2,662 | $2,775-4.1% | $4,155-35.9% | $3,767-29.4% |
| Admin fee / account holder | $21,634 | $4,489+381.9% | $7,231+199.2% | $2,969+628.7% |