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 | $100,353 | $80,717+24.3% | $154,803-35.2% | $84,808+18.3% |
| Participation rate | 59.1% | 66.8%-7.7pp | 78.1%-19.0pp | 68.3%-9.2pp |
| Annual return | 13.21% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,533 | $2,761-8.3% | $4,305-41.2% | $2,631-3.7% |
| Participant deferral / active EE | $5,903 | $3,303+78.7% | $5,540+6.5% | $4,212+40.2% |
| Admin fee / account holder | $4,417 | $6,746-34.5% | $14,329-69.2% | $7,344-39.9% |