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 | $99,674 | $81,248+22.7% | $155,509-35.9% | $80,856+23.3% |
| Participation rate | 51.2% | 66.2%-15.1pp | 78.2%-27.0pp | 67.6%-16.5pp |
| Annual return | 16.00% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,585 | $3,100-48.9% | $4,672-66.1% | $2,755-42.5% |
| Participant deferral / active EE | $3,874 | $3,452+12.2% | $5,626-31.1% | $4,296-9.8% |
| Admin fee / account holder | $14,202 | $7,997+77.6% | $15,912-10.7% | $6,918+105.3% |