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 | $94,423 | $80,717+17.0% | $154,803-39.0% | $84,808+11.3% |
| Participation rate | 25.6% | 66.8%-41.2pp | 78.1%-52.5pp | 68.3%-42.7pp |
| Annual return | 13.88% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,086 | $2,761-60.7% | $4,305-74.8% | $2,631-58.7% |
| Participant deferral / active EE | $2,661 | $3,303-19.4% | $5,540-52.0% | $4,212-36.8% |
| Admin fee / account holder | $576 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |