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 | $96,074 | $45,035+113.3% | $62,995+52.5% | $70,131+37.0% |
| Participation rate | 62.9% | 69.5%-6.7pp | 74.8%-12.0pp | 69.5%-6.7pp |
| Annual return | 11.28% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $4,693 | $2,051+128.8% | $2,759+70.1% | $2,342+100.4% |
| Participant deferral / active EE | $1,470 | $2,465-40.4% | $3,329-55.9% | $3,332-55.9% |
| Admin fee / account holder | $344 | $2,834-87.9% | $3,600-90.4% | $4,645-92.6% |