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 | $94,848 | $41,377+129.2% | $109,313-13.2% | $62,891+50.8% |
| Participation rate | 41.3% | 57.5%-16.2pp | 71.3%-30.0pp | 69.3%-28.0pp |
| Annual return | 16.24% | 11.05%+5.2pp | 22.07%-5.8pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,284 | $1,276+0.6% | $3,892-67.0% | $2,281-43.7% |
| Participant deferral / active EE | $2,145 | $2,045+4.9% | $3,166-32.3% | $3,203-33.0% |
| Admin fee / account holder | $427 | $2,884-85.2% | $5,666-92.5% | $4,296-90.1% |