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 | $100,433 | $81,460+23.3% | $103,333-2.8% | $80,856+24.2% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 13.29% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $934 | $3,105-69.9% | $3,868-75.9% | $2,755-66.1% |
| Participant deferral / active EE | $2,809 | $3,869-27.4% | $5,057-44.5% | $4,296-34.6% |
| Admin fee / account holder | $5,260 | $6,566-19.9% | $8,355-37.0% | $6,918-24.0% |