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 | $92,597 | $54,541+69.8% | $78,778+17.5% | $70,131+32.0% |
| Participation rate | 47.1% | 60.8%-13.7pp | 69.2%-22.1pp | 69.5%-22.5pp |
| Annual return | 13.58% | 21.07%-7.5pp | 35.62%-22.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,080 | $1,089-0.8% | $1,986-45.6% | $2,342-53.9% |
| Participant deferral / active EE | $1,582 | $2,210-28.4% | $2,958-46.5% | $3,332-52.5% |
| Admin fee / account holder | $990 | $3,709-73.3% | $5,134-80.7% | $4,645-78.7% |