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 | $90,354 | $71,050+27.2% | $93,606-3.5% | $80,856+11.7% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.6%-19.7pp |
| Annual return | 15.09% | 11.26%+3.8pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,077 | $1,564-31.1% | $2,420-55.5% | $2,755-60.9% |
| Participant deferral / active EE | $2,397 | $4,034-40.6% | $4,411-45.7% | $4,296-44.2% |
| Admin fee / account holder | $4,269 | $6,945-38.5% | $8,285-48.5% | $6,918-38.3% |