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 | $108,135 | $81,460+32.7% | $103,333+4.6% | $80,856+33.7% |
| Participation rate | 27.8% | 66.8%-39.1pp | 74.5%-46.7pp | 67.6%-39.9pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,166 | $3,105-62.4% | $3,868-69.8% | $2,755-57.7% |
| Participant deferral / active EE | $3,123 | $3,869-19.3% | $5,057-38.2% | $4,296-27.3% |
| Admin fee / account holder | $5,199 | $6,566-20.8% | $8,355-37.8% | $6,918-24.8% |