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 | $110,016 | $74,927+46.8% | $101,794+8.1% | $84,808+29.7% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.2%-28.6pp | 68.3%-27.7pp |
| Annual return | 17.33% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $544 | $1,522-64.3% | $2,289-76.2% | $2,631-79.3% |
| Participant deferral / active EE | $3,292 | $3,099+6.2% | $4,084-19.4% | $4,212-21.8% |
| Admin fee / account holder | $34,254 | $6,514+425.9% | $8,777+290.3% | $7,344+366.4% |