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 | $94,749 | $54,762+73.0% | $90,281+4.9% | $72,985+29.8% |
| Participation rate | 38.8% | 65.1%-26.4pp | 73.3%-34.5pp | 69.5%-30.7pp |
| Annual return | 25.17% | 30.63%-5.5pp | 78.10%-52.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,054 | $2,092-49.6% | $2,854-63.1% | $2,440-56.8% |
| Participant deferral / active EE | $2,544 | $2,887-11.9% | $3,885-34.5% | $3,607-29.5% |
| Admin fee / account holder | $834 | $3,972-79.0% | $5,351-84.4% | $5,124-83.7% |