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 | $95,256 | $59,839+59.2% | $81,983+16.2% | $79,858+19.3% |
| Participation rate | 37.5% | 61.6%-24.1pp | 69.2%-31.7pp | 69.6%-32.1pp |
| Annual return | 14.60% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $816 | $1,713-52.3% | $2,498-67.3% | $2,471-67.0% |
| Participant deferral / active EE | $2,283 | $2,695-15.3% | $3,722-38.7% | $3,740-39.0% |
| Admin fee / account holder | $3,593 | $4,287-16.2% | $5,664-36.6% | $5,306-32.3% |