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 | $100,991 | $59,097+70.9% | $82,389+22.6% | $74,304+35.9% |
| Participation rate | 49.7% | 52.8%-3.1pp | 69.5%-19.9pp | 60.3%-10.7pp |
| Annual return | 16.51% | 22.85%-6.3pp | 28.67%-12.2pp | 29.43%-12.9pp |
| Employer contribution / active EE | $951 | $1,601-40.6% | $2,517-62.2% | $2,241-57.5% |
| Participant deferral / active EE | $3,138 | $2,775+13.1% | $4,155-24.5% | $3,767-16.7% |
| Admin fee / account holder | $2,937 | $4,489-34.6% | $7,231-59.4% | $2,969-1.1% |