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 | $120,054 | $54,762+119.2% | $90,281+33.0% | $72,985+64.5% |
| Participation rate | 21.4% | 65.1%-43.7pp | 73.3%-51.8pp | 69.5%-48.1pp |
| Annual return | 25.65% | 30.63%-5.0pp | 78.10%-52.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $653 | $2,092-68.8% | $2,854-77.1% | $2,440-73.3% |
| Participant deferral / active EE | $1,863 | $2,887-35.5% | $3,885-52.0% | $3,607-48.3% |
| Admin fee / account holder | $450 | $3,972-88.7% | $5,351-91.6% | $5,124-91.2% |