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 | $88,696 | $59,097+50.1% | $82,389+7.7% | $74,304+19.4% |
| Participation rate | 29.1% | 52.8%-23.7pp | 69.5%-40.5pp | 60.3%-31.3pp |
| Annual return | 15.40% | 22.85%-7.5pp | 28.67%-13.3pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,158 | $1,601-27.6% | $2,517-54.0% | $2,241-48.3% |
| Participant deferral / active EE | $2,310 | $2,775-16.8% | $4,155-44.4% | $3,767-38.7% |
| Admin fee / account holder | $9,855 | $4,489+119.5% | $7,231+36.3% | $2,969+232.0% |