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 | $95,910 | $51,708+85.5% | $106,619-10.0% | $62,891+52.5% |
| Participation rate | 55.6% | 66.9%-11.3pp | 78.0%-22.4pp | 69.3%-13.8pp |
| Annual return | 4.94% | 4.69%+0.3pp | 9.42%-4.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $965 | $1,764-45.3% | $3,947-75.5% | $2,281-57.7% |
| Participant deferral / active EE | $2,146 | $2,315-7.3% | $3,930-45.4% | $3,203-33.0% |
| Admin fee / account holder | $3,438 | $3,349+2.7% | $6,418-46.4% | $4,296-20.0% |