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 | $100,690 | $80,717+24.7% | $154,803-35.0% | $84,808+18.7% |
| Participation rate | 56.9% | 66.8%-9.9pp | 78.1%-21.2pp | 68.3%-11.4pp |
| Annual return | 14.78% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,179 | $2,761-57.3% | $4,305-72.6% | $2,631-55.2% |
| Participant deferral / active EE | $3,144 | $3,303-4.8% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $2,923 | $6,746-56.7% | $14,329-79.6% | $7,344-60.2% |