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 | $136,641 | $58,851+132.2% | $115,157+18.7% | $72,985+87.2% |
| Participation rate | 26.7% | 65.5%-38.9pp | 75.9%-49.2pp | 69.5%-42.8pp |
| Annual return | 18.99% | 23.16%-4.2pp | 35.60%-16.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $763 | $1,798-57.6% | $3,179-76.0% | $2,440-68.7% |
| Participant deferral / active EE | $2,264 | $2,643-14.3% | $4,168-45.7% | $3,607-37.2% |
| Admin fee / account holder | $10,944 | $6,370+71.8% | $7,088+54.4% | $5,124+113.6% |