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 | $106,988 | $81,248+31.7% | $155,509-31.2% | $80,856+32.3% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.6%-36.7pp |
| Annual return | 15.81% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $798 | $3,100-74.3% | $4,672-82.9% | $2,755-71.0% |
| Participant deferral / active EE | $1,551 | $3,452-55.1% | $5,626-72.4% | $4,296-63.9% |
| Admin fee / account holder | $3,326 | $7,997-58.4% | $15,912-79.1% | $6,918-51.9% |