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 | $92,883 | $57,016+62.9% | $84,966+9.3% | $80,856+14.9% |
| Participation rate | 34.0% | 56.3%-22.3pp | 67.5%-33.5pp | 67.6%-33.6pp |
| Annual return | 11.71% | 21.66%-9.9pp | 66.38%-54.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,075 | $1,798-40.2% | $2,727-60.6% | $2,755-61.0% |
| Participant deferral / active EE | $2,369 | $3,110-23.8% | $4,519-47.6% | $4,296-44.9% |
| Admin fee / account holder | $1,403 | $4,980-71.8% | $6,149-77.2% | $6,918-79.7% |