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 | $123,414 | $68,914+79.1% | $136,749-9.8% | $74,304+66.1% |
| Participation rate | 41.6% | 51.3%-9.8pp | 72.1%-30.5pp | 60.3%-18.8pp |
| Annual return | 15.76% | 16.34%-0.6pp | 24.33%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $962 | $1,561-38.4% | $3,400-71.7% | $2,241-57.1% |
| Participant deferral / active EE | $3,274 | $2,541+28.9% | $4,692-30.2% | $3,767-13.1% |
| Admin fee / account holder | $4,293 | $3,149+36.3% | $11,386-62.3% | $2,969+44.6% |