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 | $101,287 | $71,050+42.6% | $93,606+8.2% | $80,856+25.3% |
| Participation rate | 63.4% | 60.4%+3.0pp | 68.7%-5.3pp | 67.6%-4.3pp |
| Annual return | 18.02% | 11.26%+6.8pp | 133.20%-115.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,106 | $1,564-29.3% | $2,420-54.3% | $2,755-59.9% |
| Participant deferral / active EE | $4,543 | $4,034+12.6% | $4,411+3.0% | $4,296+5.7% |
| Admin fee / account holder | $1,563 | $6,945-77.5% | $8,285-81.1% | $6,918-77.4% |