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 | $93,836 | $78,926+18.9% | $136,749-31.4% | $84,808+10.6% |
| Participation rate | 43.2% | 62.2%-19.0pp | 72.1%-29.0pp | 68.3%-25.1pp |
| Annual return | 15.15% | 18.17%-3.0pp | 24.33%-9.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,142 | $2,134-46.5% | $3,400-66.4% | $2,631-56.6% |
| Participant deferral / active EE | $2,819 | $3,168-11.0% | $4,692-39.9% | $4,212-33.1% |
| Admin fee / account holder | $838 | $6,369-86.8% | $11,386-92.6% | $7,344-88.6% |