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 | $98,727 | $72,492+36.2% | $87,100+13.3% | $72,985+35.3% |
| Participation rate | 49.3% | 72.8%-23.5pp | 76.9%-27.5pp | 69.5%-20.2pp |
| Annual return | 26.86% | 24.46%+2.4pp | 28.19%-1.3pp | 81.00%-54.1pp |
| Employer contribution / active EE | $732 | $1,894-61.3% | $2,521-71.0% | $2,440-70.0% |
| Participant deferral / active EE | $3,112 | $3,270-4.8% | $4,049-23.1% | $3,607-13.7% |
| Admin fee / account holder | $1,641 | $5,055-67.5% | $7,497-78.1% | $5,124-68.0% |