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 | $136,830 | $81,460+68.0% | $103,333+32.4% | $80,856+69.2% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 10.97% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $808 | $3,105-74.0% | $3,868-79.1% | $2,755-70.7% |
| Participant deferral / active EE | $3,641 | $3,869-5.9% | $5,057-28.0% | $4,296-15.2% |
| Admin fee / account holder | $22,727 | $6,566+246.1% | $8,355+172.0% | $6,918+228.5% |