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 | $124,078 | $45,035+175.5% | $62,995+97.0% | $70,131+76.9% |
| Participation rate | 33.9% | 69.5%-35.6pp | 74.8%-40.9pp | 69.5%-35.6pp |
| Annual return | 19.76% | 18.76%+1.0pp | 87.57%-67.8pp | 73.14%-53.4pp |
| Employer contribution / active EE | $753 | $2,051-63.3% | $2,759-72.7% | $2,342-67.8% |
| Participant deferral / active EE | $1,966 | $2,465-20.2% | $3,329-40.9% | $3,332-41.0% |
| Admin fee / account holder | $12,336 | $2,834+335.2% | $3,600+242.7% | $4,645+165.5% |