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 | $133,866 | $64,480+107.6% | $81,382+64.5% | $80,856+65.6% |
| Participation rate | 55.3% | 63.9%-8.6pp | 69.5%-14.2pp | 67.6%-12.4pp |
| Annual return | 16.08% | 16.34%-0.3pp | 24.73%-8.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $814 | $1,978-58.8% | $2,463-66.9% | $2,755-70.4% |
| Participant deferral / active EE | $7,912 | $3,094+155.8% | $3,883+103.8% | $4,296+84.2% |
| Admin fee / account holder | $24,251 | $5,671+327.6% | $5,768+320.4% | $6,918+250.6% |