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 | $115,240 | $73,933+55.9% | $96,683+19.2% | $75,163+53.3% |
| Participation rate | 43.1% | 66.4%-23.3pp | 74.3%-31.2pp | 67.2%-24.1pp |
| Annual return | 17.62% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,016 | $2,928-31.1% | $3,737-46.1% | $2,670-24.5% |
| Participant deferral / active EE | $4,027 | $3,659+10.1% | $4,878-17.4% | $4,125-2.4% |
| Admin fee / account holder | $9,622 | $5,216+84.5% | $6,730+43.0% | $5,651+70.3% |