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 | $90,802 | $57,354+58.3% | $83,848+8.3% | $64,186+41.5% |
| Participation rate | 31.6% | 68.6%-37.0pp | 76.1%-44.6pp | 69.6%-38.0pp |
| Annual return | 4.00% | 11.38%-7.4pp | 850.88%-846.9pp | 7.63%-3.6pp |
| Employer contribution / active EE | $871 | $2,545-65.8% | $3,631-76.0% | $2,381-63.4% |
| Participant deferral / active EE | $1,663 | $2,993-44.4% | $4,082-59.3% | $3,470-52.1% |
| Admin fee / account holder | $1,248 | $4,046-69.1% | $5,478-77.2% | $4,888-74.5% |