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 | $102,945 | $54,705+88.2% | $71,209+44.6% | $84,808+21.4% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.5pp |
| Annual return | 17.85% | 35.90%-18.0pp | 282.51%-264.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $983 | $2,158-54.4% | $2,721-63.9% | $2,631-62.6% |
| Participant deferral / active EE | $3,855 | $3,030+27.2% | $4,175-7.7% | $4,212-8.5% |
| Admin fee / account holder | $3,585 | $4,863-26.3% | $5,349-33.0% | $7,344-51.2% |