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 | $105,550 | $74,927+40.9% | $101,794+3.7% | $84,808+24.5% |
| Participation rate | 38.8% | 61.4%-22.6pp | 69.2%-30.4pp | 68.3%-29.5pp |
| Annual return | 15.81% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $735 | $1,522-51.7% | $2,289-67.9% | $2,631-72.1% |
| Participant deferral / active EE | $3,004 | $3,099-3.1% | $4,084-26.4% | $4,212-28.7% |
| Admin fee / account holder | $5,193 | $6,514-20.3% | $8,777-40.8% | $7,344-29.3% |