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 | $98,304 | $49,915+96.9% | $154,803-36.5% | $74,304+32.3% |
| Participation rate | 24.2% | 54.0%-29.8pp | 78.1%-53.9pp | 60.3%-36.2pp |
| Annual return | 12.69% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $571 | $1,611-64.6% | $4,305-86.7% | $2,241-74.5% |
| Participant deferral / active EE | $1,006 | $2,255-55.4% | $5,540-81.8% | $3,767-73.3% |
| Admin fee / account holder | $7,293 | $2,189+233.2% | $14,329-49.1% | $2,969+145.7% |