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 | $99,930 | $78,926+26.6% | $136,749-26.9% | $84,808+17.8% |
| Participation rate | 42.3% | 62.2%-19.9pp | 72.1%-29.8pp | 68.3%-26.0pp |
| Annual return | 19.61% | 18.17%+1.4pp | 24.33%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $741 | $2,134-65.3% | $3,400-78.2% | $2,631-71.8% |
| Participant deferral / active EE | $1,503 | $3,168-52.6% | $4,692-68.0% | $4,212-64.3% |
| Admin fee / account holder | $4,146 | $6,369-34.9% | $11,386-63.6% | $7,344-43.5% |