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 | $103,516 | $81,460+27.1% | $103,333+0.2% | $80,856+28.0% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.6%-14.9pp |
| Annual return | 16.65% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,491 | $3,105-52.0% | $3,868-61.5% | $2,755-45.9% |
| Participant deferral / active EE | $4,523 | $3,869+16.9% | $5,057-10.6% | $4,296+5.3% |
| Admin fee / account holder | $12,260 | $6,566+86.7% | $8,355+46.7% | $6,918+77.2% |