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 | $130,321 | $60,022+117.1% | $88,946+46.5% | $84,808+53.7% |
| Participation rate | 29.3% | 57.8%-28.5pp | 68.8%-39.5pp | 68.3%-39.0pp |
| Annual return | 20.09% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $906 | $1,703-46.8% | $2,555-64.5% | $2,631-65.6% |
| Participant deferral / active EE | $1,869 | $3,114-40.0% | $4,581-59.2% | $4,212-55.6% |
| Admin fee / account holder | $606 | $4,811-87.4% | $8,261-92.7% | $7,344-91.7% |