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 7-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 | $89,731 | $56,053+60.1% | $75,972+18.1% | $80,856+11.0% |
| Participation rate | 52.9% | 62.0%-9.1pp | 69.1%-16.1pp | 67.6%-14.7pp |
| Annual return | 10.81% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,835 | $1,874-2.1% | $2,685-31.6% | $2,755-33.4% |
| Participant deferral / active EE | $3,028 | $3,052-0.8% | $4,255-28.8% | $4,296-29.5% |
| Admin fee / account holder | $5,378 | $5,234+2.8% | $6,467-16.8% | $6,918-22.3% |