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 | $99,680 | $86,944+14.6% | $107,525-7.3% | $74,304+34.2% |
| Participation rate | 30.1% | 59.6%-29.5pp | 75.1%-45.0pp | 60.3%-30.3pp |
| Annual return | 20.06% | 23.52%-3.5pp | 181.32%-161.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $949 | $2,757-65.6% | $3,754-74.7% | $2,241-57.6% |
| Participant deferral / active EE | $3,552 | $3,554-0.1% | $5,116-30.6% | $3,767-5.7% |
| Admin fee / account holder | $6,349 | $3,727+70.4% | $8,919-28.8% | $2,969+113.9% |