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 | $94,046 | $81,460+15.5% | $103,333-9.0% | $80,856+16.3% |
| Participation rate | 35.8% | 66.8%-31.0pp | 74.5%-38.7pp | 67.6%-31.8pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,057 | $3,105-66.0% | $3,868-72.7% | $2,755-61.6% |
| Participant deferral / active EE | $2,224 | $3,869-42.5% | $5,057-56.0% | $4,296-48.2% |
| Admin fee / account holder | $424 | $6,566-93.5% | $8,355-94.9% | $6,918-93.9% |