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 | $100,691 | $74,927+34.4% | $101,794-1.1% | $84,808+18.7% |
| Participation rate | 39.4% | 61.4%-22.0pp | 69.2%-29.7pp | 68.3%-28.9pp |
| Annual return | 21.73% | 18.70%+3.0pp | 30.53%-8.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,649 | $1,522+8.3% | $2,289-28.0% | $2,631-37.3% |
| Participant deferral / active EE | $4,305 | $3,099+38.9% | $4,084+5.4% | $4,212+2.2% |
| Admin fee / account holder | $1,111 | $6,514-82.9% | $8,777-87.3% | $7,344-84.9% |