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 | $120,982 | $76,670+57.8% | $96,683+25.1% | $71,457+69.3% |
| Participation rate | 32.0% | 66.6%-34.6pp | 74.3%-42.4pp | 67.9%-35.9pp |
| Annual return | 16.61% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,283 | $3,031-57.7% | $3,737-65.7% | $2,588-50.4% |
| Participant deferral / active EE | $2,381 | $3,771-36.9% | $4,878-51.2% | $4,289-44.5% |
| Admin fee / account holder | $6,112 | $2,028+201.4% | $6,730-9.2% | $1,587+285.1% |