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 | $88,889 | $74,927+18.6% | $101,794-12.7% | $84,808+4.8% |
| Participation rate | 34.1% | 61.4%-27.3pp | 69.2%-35.0pp | 68.3%-34.2pp |
| Annual return | 16.16% | 18.70%-2.5pp | 30.53%-14.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,425 | $1,522-6.3% | $2,289-37.7% | $2,631-45.8% |
| Participant deferral / active EE | $4,115 | $3,099+32.8% | $4,084+0.8% | $4,212-2.3% |
| Admin fee / account holder | $8,797 | $6,514+35.1% | $8,777+0.2% | $7,344+19.8% |