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 | $121,633 | $58,523+107.8% | $99,443+22.3% | $72,985+66.7% |
| Participation rate | 54.5% | 64.6%-10.1pp | 73.8%-19.3pp | 69.5%-14.9pp |
| Annual return | 18.04% | 28.51%-10.5pp | 30.72%-12.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,274 | $1,512-15.8% | $2,540-49.9% | $2,440-47.8% |
| Participant deferral / active EE | $1,979 | $2,606-24.1% | $3,619-45.3% | $3,607-45.1% |
| Admin fee / account holder | $2,558 | $4,102-37.6% | $6,250-59.1% | $5,124-50.1% |