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 | $121,871 | $74,927+62.7% | $101,794+19.7% | $84,808+43.7% |
| Participation rate | 37.7% | 61.4%-23.7pp | 69.2%-31.5pp | 68.3%-30.6pp |
| Annual return | 15.63% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,440 | $1,522-5.4% | $2,289-37.1% | $2,631-45.3% |
| Participant deferral / active EE | $2,689 | $3,099-13.2% | $4,084-34.2% | $4,212-36.2% |
| Admin fee / account holder | $23,989 | $6,514+268.3% | $8,777+173.3% | $7,344+226.7% |