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 | $110,959 | $81,248+36.6% | $155,509-28.6% | $80,856+37.2% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.6%-28.2pp |
| Annual return | 21.85% | 33.31%-11.5pp | 64.67%-42.8pp | 35.59%-13.7pp |
| Employer contribution / active EE | $696 | $3,100-77.6% | $4,672-85.1% | $2,755-74.7% |
| Participant deferral / active EE | $2,076 | $3,452-39.9% | $5,626-63.1% | $4,296-51.7% |
| Admin fee / account holder | $2,270 | $7,997-71.6% | $15,912-85.7% | $6,918-67.2% |