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 | $126,445 | $72,277+74.9% | $101,248+24.9% | $79,858+58.3% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 19.79% | 22.30%-2.5pp | 46.47%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,496 | $3,282+6.5% | $4,370-20.0% | $3,740-6.5% |
| Admin fee / account holder | $3,634 | $4,400-17.4% | $5,945-38.9% | $5,306-31.5% |