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 | $101,386 | $80,717+25.6% | $154,803-34.5% | $84,808+19.5% |
| Participation rate | 32.0% | 66.8%-34.8pp | 78.1%-46.1pp | 68.3%-36.3pp |
| Annual return | 15.72% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $776 | $2,761-71.9% | $4,305-82.0% | $2,631-70.5% |
| Participant deferral / active EE | $1,331 | $3,303-59.7% | $5,540-76.0% | $4,212-68.4% |
| Admin fee / account holder | $12,243 | $6,746+81.5% | $14,329-14.6% | $7,344+66.7% |