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 | $104,938 | $94,625+10.9% | $116,228-9.7% | $84,808+23.7% |
| Participation rate | 53.3% | 70.4%-17.1pp | 74.6%-21.2pp | 68.3%-15.0pp |
| Annual return | 19.00% | 20.40%-1.4pp | 90.06%-71.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $779 | $2,347-66.8% | $2,994-74.0% | $2,631-70.4% |
| Participant deferral / active EE | $3,373 | $3,972-15.1% | $4,953-31.9% | $4,212-19.9% |
| Admin fee / account holder | $4,252 | $10,091-57.9% | $11,989-64.5% | $7,344-42.1% |