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 | $112,335 | $89,753+25.2% | $107,525+4.5% | $84,808+32.5% |
| Participation rate | 36.1% | 68.1%-31.9pp | 75.1%-39.0pp | 68.3%-32.2pp |
| Annual return | 14.44% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $921 | $3,113-70.4% | $3,754-75.5% | $2,631-65.0% |
| Participant deferral / active EE | $3,093 | $4,056-23.8% | $5,116-39.5% | $4,212-26.6% |
| Admin fee / account holder | $1,362 | $7,222-81.1% | $8,919-84.7% | $7,344-81.5% |