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 | $105,795 | $81,248+30.2% | $155,509-32.0% | $80,856+30.8% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 13.12% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,160 | $3,100-30.3% | $4,672-53.8% | $2,755-21.6% |
| Participant deferral / active EE | $5,678 | $3,452+64.5% | $5,626+0.9% | $4,296+32.2% |
| Admin fee / account holder | $3,956 | $7,997-50.5% | $15,912-75.1% | $6,918-42.8% |