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 | $101,426 | $91,552+10.8% | $133,956-24.3% | $79,858+27.0% |
| Participation rate | 44.2% | 73.3%-29.1pp | 79.8%-35.6pp | 69.6%-25.4pp |
| Annual return | 14.97% | 61.85%-46.9pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,060 | $2,384-55.5% | $3,919-72.9% | $2,471-57.1% |
| Participant deferral / active EE | $3,591 | $3,733-3.8% | $5,048-28.9% | $3,740-4.0% |
| Admin fee / account holder | $1,239 | $6,321-80.4% | $8,927-86.1% | $5,306-76.7% |