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 | $100,772 | $78,926+27.7% | $136,749-26.3% | $84,808+18.8% |
| Participation rate | 54.1% | 62.2%-8.1pp | 72.1%-18.0pp | 68.3%-14.2pp |
| Annual return | 14.13% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,848 | $2,134-13.4% | $3,400-45.6% | $2,631-29.7% |
| Participant deferral / active EE | $3,342 | $3,168+5.5% | $4,692-28.8% | $4,212-20.6% |
| Admin fee / account holder | $17,143 | $6,369+169.2% | $11,386+50.6% | $7,344+133.4% |