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 | $107,722 | $43,327+148.6% | $59,878+79.9% | $64,186+67.8% |
| Participation rate | 57.6% | 69.2%-11.6pp | 74.7%-17.1pp | 69.6%-12.0pp |
| Annual return | 8.93% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,640 | $2,028-19.1% | $2,722-39.7% | $2,381-31.1% |
| Participant deferral / active EE | $2,681 | $2,546+5.3% | $3,402-21.2% | $3,470-22.7% |
| Admin fee / account holder | $3,513 | $3,005+16.9% | $3,590-2.2% | $4,888-28.1% |