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 | $97,298 | $60,892+59.8% | $82,389+18.1% | $84,808+14.7% |
| Participation rate | 54.5% | 63.3%-8.7pp | 69.5%-15.0pp | 68.3%-13.8pp |
| Annual return | 14.77% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $752 | $1,779-57.7% | $2,517-70.1% | $2,631-71.4% |
| Participant deferral / active EE | $3,949 | $3,179+24.2% | $4,155-4.9% | $4,212-6.2% |
| Admin fee / account holder | $13,019 | $5,467+138.1% | $7,231+80.1% | $7,344+77.3% |