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 | $121,898 | $63,299+92.6% | $91,001+34.0% | $62,292+95.7% |
| Participation rate | 55.9% | 73.3%-17.5pp | 75.6%-19.7pp | 69.5%-13.7pp |
| Annual return | 17.15% | 20.99%-3.8pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $860 | $1,807-52.4% | $2,456-65.0% | $2,042-57.9% |
| Participant deferral / active EE | $2,256 | $2,943-23.3% | $3,547-36.4% | $3,169-28.8% |
| Admin fee / account holder | $5,431 | $468+1061.3% | $5,417+0.3% | $479+1033.0% |