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 | $115,209 | $88,707+29.9% | $74,183+55.3% | $273,961-57.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 8.45% | 11.94%-3.5pp | 17.74%-9.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $831 | $3,159-73.7% | $2,370-64.9% | $4,869-82.9% |
| Participant deferral / active EE | $3,117 | $4,212-26.0% | $3,550-12.2% | $5,287-41.0% |
| Admin fee / account holder | $5,315 | $8,717-39.0% | $5,586-4.8% | $10,132-47.5% |