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 | $109,736 | $53,777+104.1% | $134,143-18.2% | $79,858+37.4% |
| Participation rate | 46.6% | 58.8%-12.2pp | 72.2%-25.6pp | 69.6%-23.1pp |
| Annual return | 15.25% | 19.01%-3.8pp | 36.33%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,072 | $1,321-18.9% | $3,704-71.1% | $2,471-56.6% |
| Participant deferral / active EE | $2,207 | $2,420-8.8% | $3,499-36.9% | $3,740-41.0% |
| Admin fee / account holder | $1,097 | $3,984-72.5% | $6,684-83.6% | $5,306-79.3% |