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 | $96,892 | $72,277+34.1% | $101,248-4.3% | $79,858+21.3% |
| Participation rate | 53.5% | 68.5%-15.0pp | 75.8%-22.3pp | 69.6%-16.1pp |
| Annual return | 19.90% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $685 | $2,692-74.5% | $3,660-81.3% | $2,471-72.3% |
| Participant deferral / active EE | $3,257 | $3,282-0.7% | $4,370-25.5% | $3,740-12.9% |
| Admin fee / account holder | $2,271 | $4,400-48.4% | $5,945-61.8% | $5,306-57.2% |