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 | $92,117 | $66,098+39.4% | $101,794-9.5% | $74,304+24.0% |
| Participation rate | 47.2% | 53.8%-6.6pp | 69.2%-22.0pp | 60.3%-13.2pp |
| Annual return | 14.21% | 19.59%-5.4pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $637 | $1,082-41.1% | $2,289-72.2% | $2,241-71.6% |
| Participant deferral / active EE | $2,934 | $2,781+5.5% | $4,084-28.2% | $3,767-22.1% |
| Admin fee / account holder | $14,849 | $4,146+258.2% | $8,777+69.2% | $2,969+400.2% |