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 5-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 | $92,503 | $78,926+17.2% | $136,749-32.4% | $84,808+9.1% |
| Participation rate | 16.7% | 62.2%-45.5pp | 72.1%-55.5pp | 68.3%-51.6pp |
| Annual return | 20.24% | 18.17%+2.1pp | 24.33%-4.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $871 | $2,134-59.2% | $3,400-74.4% | $2,631-66.9% |
| Participant deferral / active EE | $3,993 | $3,168+26.0% | $4,692-14.9% | $4,212-5.2% |
| Admin fee / account holder | $1,524 | $6,369-76.1% | $11,386-86.6% | $7,344-79.2% |