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 | $101,454 | $94,625+7.2% | $116,228-12.7% | $84,808+19.6% |
| Participation rate | 40.2% | 70.4%-30.2pp | 74.6%-34.3pp | 68.3%-28.1pp |
| Annual return | 17.62% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $678 | $2,347-71.1% | $2,994-77.3% | $2,631-74.2% |
| Participant deferral / active EE | $2,350 | $3,972-40.8% | $4,953-52.6% | $4,212-44.2% |
| Admin fee / account holder | $5,719 | $10,091-43.3% | $11,989-52.3% | $7,344-22.1% |