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 | $110,781 | $42,886+158.3% | $88,946+24.5% | $85,563+29.5% |
| Participation rate | 11.3% | 37.9%-26.6pp | 68.8%-57.5pp | 66.0%-54.6pp |
| Annual return | 15.97% | 44.56%-28.6pp | 57.82%-41.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $389 | $1,147-66.1% | $2,555-84.8% | $2,654-85.3% |
| Participant deferral / active EE | $875 | $2,108-58.5% | $4,581-80.9% | $4,375-80.0% |
| Admin fee / account holder | $3,001 | $2,263+32.6% | $8,261-63.7% | $834+259.7% |