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 | $95,569 | $78,926+21.1% | $136,749-30.1% | $84,808+12.7% |
| Participation rate | 26.5% | 62.2%-35.7pp | 72.1%-45.7pp | 68.3%-41.8pp |
| Annual return | 18.83% | 18.17%+0.7pp | 24.33%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $838 | $2,134-60.7% | $3,400-75.4% | $2,631-68.2% |
| Participant deferral / active EE | $1,477 | $3,168-53.4% | $4,692-68.5% | $4,212-64.9% |
| Admin fee / account holder | $1,723 | $6,369-72.9% | $11,386-84.9% | $7,344-76.5% |