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 5-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 | $130,966 | $95,803+36.7% | $113,168+15.7% | $84,808+54.4% |
| Participation rate | 41.2% | 72.9%-31.7pp | 76.6%-35.4pp | 68.3%-27.1pp |
| Annual return | 18.45% | 25.00%-6.6pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $974 | $2,360-58.7% | $2,975-67.3% | $2,631-63.0% |
| Participant deferral / active EE | $2,371 | $4,242-44.1% | $5,107-53.6% | $4,212-43.7% |
| Admin fee / account holder | $1,162 | $8,989-87.1% | $12,068-90.4% | $7,344-84.2% |