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 | $112,224 | $80,717+39.0% | $154,803-27.5% | $84,808+32.3% |
| Participation rate | 42.2% | 66.8%-24.6pp | 78.1%-35.8pp | 68.3%-26.1pp |
| Annual return | 19.74% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $987 | $2,761-64.2% | $4,305-77.1% | $2,631-62.5% |
| Participant deferral / active EE | $2,837 | $3,303-14.1% | $5,540-48.8% | $4,212-32.6% |
| Admin fee / account holder | $12,089 | $6,746+79.2% | $14,329-15.6% | $7,344+64.6% |