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 | $128,368 | $78,422+63.7% | $95,952+33.8% | $79,858+60.7% |
| Participation rate | 43.8% | 73.5%-29.7pp | 77.1%-33.3pp | 69.6%-25.9pp |
| Annual return | 11.88% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $999 | $1,945-48.6% | $2,541-60.7% | $2,471-59.6% |
| Participant deferral / active EE | $2,772 | $3,440-19.4% | $4,167-33.5% | $3,740-25.9% |
| Admin fee / account holder | $1,474 | $5,622-73.8% | $6,795-78.3% | $5,306-72.2% |