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 | $85,400 | $49,915+71.1% | $154,803-44.8% | $74,304+14.9% |
| Participation rate | 39.3% | 54.0%-14.6pp | 78.1%-38.8pp | 60.3%-21.0pp |
| Annual return | 15.32% | 34.06%-18.7pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $474 | $1,611-70.6% | $4,305-89.0% | $2,241-78.8% |
| Participant deferral / active EE | $3,072 | $2,255+36.2% | $5,540-44.6% | $3,767-18.5% |
| Admin fee / account holder | $5,600 | $2,189+155.8% | $14,329-60.9% | $2,969+88.6% |