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 | $95,829 | $64,839+47.8% | $95,585+0.3% | $84,808+13.0% |
| Participation rate | 57.1% | 63.8%-6.7pp | 72.1%-14.9pp | 68.3%-11.2pp |
| Annual return | 18.01% | -670.96%+689.0pp | 38.56%-20.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,452 | $1,759-17.4% | $2,527-42.5% | $2,631-44.8% |
| Participant deferral / active EE | $4,095 | $2,965+38.1% | $4,023+1.8% | $4,212-2.8% |
| Admin fee / account holder | $732 | $5,964-87.7% | $6,127-88.1% | $7,344-90.0% |