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 | $99,425 | $72,277+37.6% | $101,248-1.8% | $79,858+24.5% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 13.09% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $748 | $2,692-72.2% | $3,660-79.6% | $2,471-69.7% |
| Participant deferral / active EE | $2,095 | $3,282-36.2% | $4,370-52.1% | $3,740-44.0% |
| Admin fee / account holder | $10,450 | $4,400+137.5% | $5,945+75.8% | $5,306+96.9% |