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 | $94,376 | $66,457+42.0% | $81,382+16.0% | $77,643+21.6% |
| Participation rate | 13.6% | 68.7%-55.2pp | 69.5%-55.9pp | 70.6%-57.0pp |
| Annual return | 12.14% | 15.93%-3.8pp | 24.73%-12.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $739 | $2,159-65.8% | $2,463-70.0% | $2,726-72.9% |
| Participant deferral / active EE | $1,565 | $3,679-57.5% | $3,883-59.7% | $4,647-66.3% |
| Admin fee / account holder | $20,475 | $583+3414.7% | $5,768+254.9% | $430+4657.1% |