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 | $93,171 | $72,277+28.9% | $101,248-8.0% | $79,858+16.7% |
| Participation rate | 46.9% | 68.5%-21.6pp | 75.8%-28.9pp | 69.6%-22.8pp |
| Annual return | 15.60% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $947 | $2,692-64.8% | $3,660-74.1% | $2,471-61.7% |
| Participant deferral / active EE | $2,617 | $3,282-20.3% | $4,370-40.1% | $3,740-30.0% |
| Admin fee / account holder | $8,342 | $4,400+89.6% | $5,945+40.3% | $5,306+57.2% |