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 | $120,458 | $86,929+38.6% | $102,423+17.6% | $80,856+49.0% |
| Participation rate | 38.9% | 72.4%-33.4pp | 76.5%-37.5pp | 67.6%-28.7pp |
| Annual return | 15.15% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $994 | $2,369-58.0% | $3,023-67.1% | $2,755-63.9% |
| Participant deferral / active EE | $2,233 | $4,118-45.8% | $5,053-55.8% | $4,296-48.0% |
| Admin fee / account holder | $12,809 | $8,049+59.1% | $9,451+35.5% | $6,918+85.2% |