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 | $97,074 | $68,914+40.9% | $136,749-29.0% | $74,304+30.6% |
| Participation rate | 17.8% | 51.3%-33.6pp | 72.1%-54.4pp | 60.3%-42.6pp |
| Annual return | 19.50% | 16.34%+3.2pp | 24.33%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,104 | $2,541-17.2% | $4,692-55.2% | $3,767-44.1% |
| Admin fee / account holder | $3,386 | $3,149+7.5% | $11,386-70.3% | $2,969+14.0% |