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 | $95,111 | $109,413-13.1% | $156,263-39.1% | $84,808+12.1% |
| Participation rate | 37.8% | 72.7%-34.9pp | 78.9%-41.1pp | 68.3%-30.5pp |
| Annual return | 17.48% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,433 | $2,907-50.7% | $4,333-66.9% | $2,631-45.5% |
| Participant deferral / active EE | $2,376 | $4,590-48.2% | $6,158-61.4% | $4,212-43.6% |
| Admin fee / account holder | $3,723 | $9,357-60.2% | $14,255-73.9% | $7,344-49.3% |