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 | $107,356 | $94,625+13.5% | $116,228-7.6% | $84,808+26.6% |
| Participation rate | 38.5% | 70.4%-32.0pp | 74.6%-36.1pp | 68.3%-29.8pp |
| Annual return | 13.63% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,237 | $2,347-47.3% | $2,994-58.7% | $2,631-53.0% |
| Participant deferral / active EE | $2,463 | $3,972-38.0% | $4,953-50.3% | $4,212-41.5% |
| Admin fee / account holder | $1,671 | $10,091-83.4% | $11,989-86.1% | $7,344-77.2% |