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 | $96,007 | $68,914+39.3% | $136,749-29.8% | $74,304+29.2% |
| Participation rate | 27.3% | 51.3%-24.1pp | 72.1%-44.9pp | 60.3%-33.1pp |
| Annual return | 14.56% | 16.34%-1.8pp | 24.33%-9.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,102 | $1,561-29.4% | $3,400-67.6% | $2,241-50.8% |
| Participant deferral / active EE | $1,998 | $2,541-21.4% | $4,692-57.4% | $3,767-47.0% |
| Admin fee / account holder | $1,467 | $3,149-53.4% | $11,386-87.1% | $2,969-50.6% |