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 | $119,085 | $101,724+17.1% | $164,813-27.7% | $80,856+47.3% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 14.30% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,146 | $2,953-61.2% | $4,341-73.6% | $2,755-58.4% |
| Participant deferral / active EE | $3,321 | $4,477-25.8% | $6,031-44.9% | $4,296-22.7% |
| Admin fee / account holder | $18,831 | $8,227+128.9% | $12,690+48.4% | $6,918+172.2% |