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 | $103,433 | $49,025+111.0% | $87,507+18.2% | $62,891+64.5% |
| Participation rate | 57.1% | 64.9%-7.7pp | 73.8%-16.7pp | 69.3%-12.2pp |
| Annual return | 6.24% | 10.02%-3.8pp | 12.21%-6.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $566 | $1,372-58.7% | $2,550-77.8% | $2,281-75.2% |
| Participant deferral / active EE | $2,445 | $2,289+6.8% | $3,149-22.3% | $3,203-23.7% |
| Admin fee / account holder | $19,556 | $4,065+381.0% | $4,221+363.4% | $4,296+355.3% |