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 | $93,520 | $60,892+53.6% | $82,389+13.5% | $84,808+10.3% |
| Participation rate | 44.4% | 63.3%-18.8pp | 69.5%-25.1pp | 68.3%-23.9pp |
| Annual return | 16.39% | 37.29%-20.9pp | 28.67%-12.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $946 | $1,779-46.8% | $2,517-62.4% | $2,631-64.0% |
| Participant deferral / active EE | $2,665 | $3,179-16.2% | $4,155-35.9% | $4,212-36.7% |
| Admin fee / account holder | $9,400 | $5,467+71.9% | $7,231+30.0% | $7,344+28.0% |