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 | $96,150 | $44,960+113.9% | $84,966+13.2% | $74,495+29.1% |
| Participation rate | 45.5% | 49.4%-3.9pp | 67.5%-22.0pp | 67.2%-21.7pp |
| Annual return | 11.93% | 26.24%-14.3pp | 66.38%-54.5pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,557 | $1,457+6.8% | $2,727-42.9% | $2,623-40.7% |
| Participant deferral / active EE | $3,732 | $2,731+36.7% | $4,519-17.4% | $4,346-14.1% |
| Admin fee / account holder | $1,547 | $2,209-30.0% | $6,149-74.8% | $1,942-20.3% |