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 | $97,628 | $79,944+22.1% | $98,439-0.8% | $75,163+29.9% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 20.24% | 19.75%+0.5pp | 21.16%-0.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $749 | $2,264-66.9% | $3,048-75.4% | $2,670-71.9% |
| Participant deferral / active EE | $3,171 | $3,752-15.5% | $4,738-33.1% | $4,125-23.1% |
| Admin fee / account holder | $614 | $6,840-91.0% | $8,948-93.1% | $5,651-89.1% |