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 | $105,755 | $84,556+25.1% | $116,228-9.0% | $74,304+42.3% |
| Participation rate | 49.0% | 66.0%-17.0pp | 74.6%-25.5pp | 60.3%-11.3pp |
| Annual return | 16.77% | 18.35%-1.6pp | 90.06%-73.3pp | 29.43%-12.7pp |
| Employer contribution / active EE | $814 | $2,168-62.4% | $2,994-72.8% | $2,241-63.7% |
| Participant deferral / active EE | $3,493 | $3,814-8.4% | $4,953-29.5% | $3,767-7.3% |
| Admin fee / account holder | $8,725 | $3,792+130.1% | $11,989-27.2% | $2,969+193.9% |