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 9-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 | $98,214 | $74,927+31.1% | $101,794-3.5% | $84,808+15.8% |
| Participation rate | 48.0% | 61.4%-13.4pp | 69.2%-21.2pp | 68.3%-20.4pp |
| Annual return | 13.38% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $370 | $1,522-75.7% | $2,289-83.8% | $2,631-85.9% |
| Participant deferral / active EE | $2,783 | $3,099-10.2% | $4,084-31.9% | $4,212-33.9% |
| Admin fee / account holder | $4,662 | $6,514-28.4% | $8,777-46.9% | $7,344-36.5% |