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 | $116,031 | $55,706+108.3% | $75,886+52.9% | $72,985+59.0% |
| Participation rate | 36.6% | 61.1%-24.6pp | 69.3%-32.7pp | 69.5%-32.9pp |
| Annual return | 23.28% | 27.59%-4.3pp | 30.76%-7.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $414 | $1,687-75.4% | $2,500-83.4% | $2,440-83.0% |
| Participant deferral / active EE | $2,159 | $2,634-18.0% | $3,603-40.1% | $3,607-40.1% |
| Admin fee / account holder | $5,718 | $3,978+43.7% | $5,418+5.5% | $5,124+11.6% |