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 | $120,336 | $66,098+82.1% | $101,794+18.2% | $74,304+61.9% |
| Participation rate | 36.8% | 53.8%-17.0pp | 69.2%-32.4pp | 60.3%-23.5pp |
| Annual return | 15.20% | 19.59%-4.4pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,665 | $2,781-40.1% | $4,084-59.2% | $3,767-55.8% |
| Admin fee / account holder | $5,567 | $4,146+34.3% | $8,777-36.6% | $2,969+87.5% |