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 | $116,908 | $95,803+22.0% | $113,168+3.3% | $84,808+37.9% |
| Participation rate | 29.4% | 72.9%-43.5pp | 76.6%-47.2pp | 68.3%-38.9pp |
| Annual return | 19.25% | 25.00%-5.8pp | 24.27%-5.0pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,187 | $2,360-49.7% | $2,975-60.1% | $2,631-54.9% |
| Participant deferral / active EE | $2,710 | $4,242-36.1% | $5,107-46.9% | $4,212-35.7% |
| Admin fee / account holder | $3,218 | $8,989-64.2% | $12,068-73.3% | $7,344-56.2% |