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 | $108,274 | $89,753+20.6% | $107,525+0.7% | $84,808+27.7% |
| Participation rate | 25.0% | 68.1%-43.1pp | 75.1%-50.1pp | 68.3%-43.3pp |
| Annual return | 15.88% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,041 | $3,113-66.6% | $3,754-72.3% | $2,631-60.4% |
| Participant deferral / active EE | $2,556 | $4,056-37.0% | $5,116-50.0% | $4,212-39.3% |
| Admin fee / account holder | $5,805 | $7,222-19.6% | $8,919-34.9% | $7,344-21.0% |