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 | $119,824 | $87,013+37.7% | $106,213+12.8% | $80,856+48.2% |
| Participation rate | 34.7% | 70.4%-35.7pp | 75.3%-40.6pp | 67.6%-32.9pp |
| Annual return | 17.02% | 17.05%0pp | 116.14%-99.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,344 | $2,395-43.9% | $3,171-57.6% | $2,755-51.2% |
| Participant deferral / active EE | $2,007 | $3,986-49.7% | $5,016-60.0% | $4,296-53.3% |
| Admin fee / account holder | $6,226 | $8,431-26.2% | $11,033-43.6% | $6,918-10.0% |