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 | $115,528 | $93,170+24.0% | $100,534+14.9% | $84,808+36.2% |
| Participation rate | 33.7% | 75.8%-42.1pp | 80.6%-46.9pp | 68.3%-34.6pp |
| Annual return | 17.45% | 47.13%-29.7pp | 32.66%-15.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,248 | $3,985-68.7% | $4,346-71.3% | $2,631-52.6% |
| Participant deferral / active EE | $2,872 | $5,699-49.6% | $6,144-53.2% | $4,212-31.8% |
| Admin fee / account holder | $7,123 | $7,382-3.5% | $7,654-6.9% | $7,344-3.0% |