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 | $135,132 | $65,365+106.7% | $92,893+45.5% | $72,985+85.2% |
| Participation rate | 37.0% | 68.3%-31.3pp | 76.0%-39.0pp | 69.5%-32.4pp |
| Annual return | 17.50% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $892 | $2,594-65.6% | $3,653-75.6% | $2,440-63.4% |
| Participant deferral / active EE | $2,380 | $3,128-23.9% | $4,236-43.8% | $3,607-34.0% |
| Admin fee / account holder | $3,894 | $4,251-8.4% | $5,794-32.8% | $5,124-24.0% |