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 | $90,008 | $238,490-62.3% | $180,183-50.0% | $142,382-36.8% |
| Participation rate | 38.9% | 82.3%-43.4pp | 77.4%-38.5pp | 80.1%-41.2pp |
| Annual return | 17.17% | 33.56%-16.4pp | 27.86%-10.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,413 | $6,143-77.0% | $5,039-72.0% | $4,299-67.1% |
| Participant deferral / active EE | $2,612 | $7,996-67.3% | $6,822-61.7% | $6,507-59.9% |
| Admin fee / account holder | $9,520 | $28,866-67.0% | $19,975-52.3% | $12,624-24.6% |