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 | $102,720 | $48,750+110.7% | $88,946+15.5% | $74,304+38.2% |
| Participation rate | 39.6% | 44.5%-4.9pp | 68.8%-29.2pp | 60.3%-20.7pp |
| Annual return | 17.97% | 25.91%-7.9pp | 57.82%-39.9pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,928 | $1,255+53.7% | $2,555-24.5% | $2,241-14.0% |
| Participant deferral / active EE | $3,400 | $2,423+40.3% | $4,581-25.8% | $3,767-9.7% |
| Admin fee / account holder | $1,958 | $3,756-47.9% | $8,261-76.3% | $2,969-34.0% |