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 | $102,905 | $68,914+49.3% | $136,749-24.7% | $74,304+38.5% |
| Participation rate | 36.2% | 51.3%-15.1pp | 72.1%-35.9pp | 60.3%-24.1pp |
| Annual return | 14.70% | 16.34%-1.6pp | 24.33%-9.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,476 | $1,561-5.5% | $3,400-56.6% | $2,241-34.1% |
| Participant deferral / active EE | $3,129 | $2,541+23.2% | $4,692-33.3% | $3,767-16.9% |
| Admin fee / account holder | $6,382 | $3,149+102.7% | $11,386-44.0% | $2,969+115.0% |