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 | $88,780 | $68,719+29.2% | $91,541-3.0% | $84,808+4.7% |
| Participation rate | 34.1% | 64.5%-30.4pp | 69.8%-35.7pp | 68.3%-34.2pp |
| Annual return | 13.12% | 19.12%-6.0pp | 20.50%-7.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,126 | $1,920-41.4% | $2,505-55.0% | $2,631-57.2% |
| Participant deferral / active EE | $2,567 | $3,136-18.1% | $4,008-36.0% | $4,212-39.1% |
| Admin fee / account holder | $2,195 | $5,786-62.1% | $6,956-68.4% | $7,344-70.1% |