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 | $91,101 | $94,625-3.7% | $116,228-21.6% | $84,808+7.4% |
| Participation rate | 43.5% | 70.4%-27.0pp | 74.6%-31.1pp | 68.3%-24.8pp |
| Annual return | 15.08% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,635 | $2,347-30.3% | $2,994-45.4% | $2,631-37.8% |
| Participant deferral / active EE | $4,439 | $3,972+11.7% | $4,953-10.4% | $4,212+5.4% |
| Admin fee / account holder | $2,471 | $10,091-75.5% | $11,989-79.4% | $7,344-66.3% |