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 | $121,859 | $60,892+100.1% | $82,389+47.9% | $84,808+43.7% |
| Participation rate | 55.4% | 63.3%-7.8pp | 69.5%-14.1pp | 68.3%-12.9pp |
| Annual return | 14.41% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $365 | $1,779-79.5% | $2,517-85.5% | $2,631-86.1% |
| Participant deferral / active EE | $2,835 | $3,179-10.8% | $4,155-31.8% | $4,212-32.7% |
| Admin fee / account holder | $1,607 | $5,467-70.6% | $7,231-77.8% | $7,344-78.1% |