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 | $114,191 | $72,492+57.5% | $87,100+31.1% | $72,985+56.5% |
| Participation rate | 47.1% | 72.8%-25.8pp | 76.9%-29.8pp | 69.5%-22.4pp |
| Annual return | 20.02% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $996 | $1,894-47.4% | $2,521-60.5% | $2,440-59.2% |
| Participant deferral / active EE | $2,584 | $3,270-21.0% | $4,049-36.2% | $3,607-28.4% |
| Admin fee / account holder | $5,592 | $5,055+10.6% | $7,497-25.4% | $5,124+9.1% |