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 | $82,706 | $62,127+33.1% | $81,382+1.6% | $74,495+11.0% |
| Participation rate | 41.1% | 64.0%-23.0pp | 69.5%-28.4pp | 67.2%-26.1pp |
| Annual return | 14.47% | 16.48%-2.0pp | 24.73%-10.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,068 | $1,882-43.3% | $2,463-56.6% | $2,623-59.3% |
| Participant deferral / active EE | $2,865 | $3,229-11.3% | $3,883-26.2% | $4,346-34.1% |
| Admin fee / account holder | $4,868 | $1,934+151.6% | $5,768-15.6% | $1,942+150.7% |