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 | $103,491 | $74,927+38.1% | $101,794+1.7% | $84,808+22.0% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.2%-22.3pp | 68.3%-21.4pp |
| Annual return | 14.43% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $648 | $1,522-57.4% | $2,289-71.7% | $2,631-75.4% |
| Participant deferral / active EE | $2,459 | $3,099-20.6% | $4,084-39.8% | $4,212-41.6% |
| Admin fee / account holder | $7,762 | $6,514+19.2% | $8,777-11.6% | $7,344+5.7% |