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 | $98,545 | $65,365+50.8% | $92,893+6.1% | $72,985+35.0% |
| Participation rate | 66.0% | 68.3%-2.3pp | 76.0%-10.0pp | 69.5%-3.5pp |
| Annual return | 18.40% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $606 | $2,594-76.6% | $3,653-83.4% | $2,440-75.2% |
| Participant deferral / active EE | $1,790 | $3,128-42.8% | $4,236-57.7% | $3,607-50.4% |
| Admin fee / account holder | $2,219 | $4,251-47.8% | $5,794-61.7% | $5,124-56.7% |