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 | $97,746 | $67,606+44.6% | $82,313+18.7% | $70,131+39.4% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 12.38% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $388 | $1,755-77.9% | $2,428-84.0% | $2,342-83.4% |
| Participant deferral / active EE | $4,476 | $2,987+49.8% | $3,706+20.8% | $3,332+34.3% |
| Admin fee / account holder | $11,774 | $4,512+161.0% | $5,608+110.0% | $4,645+153.5% |