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 | $94,321 | $65,041+45.0% | $90,951+3.7% | $79,858+18.1% |
| Participation rate | 53.8% | 61.6%-7.8pp | 69.0%-15.2pp | 69.6%-15.8pp |
| Annual return | 18.97% | 30.45%-11.5pp | 134.60%-115.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $276 | $1,247-77.9% | $2,122-87.0% | $2,471-88.8% |
| Participant deferral / active EE | $2,016 | $2,512-19.8% | $3,373-40.2% | $3,740-46.1% |
| Admin fee / account holder | $2,873 | $4,536-36.7% | $5,959-51.8% | $5,306-45.9% |