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 | $113,332 | $58,512+93.7% | $84,015+34.9% | $72,985+55.3% |
| Participation rate | 69.6% | 61.2%+8.4pp | 69.0%+0.6pp | 69.5%+0.2pp |
| Annual return | 22.72% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $527 | $1,163-54.7% | $1,983-73.4% | $2,440-78.4% |
| Participant deferral / active EE | $2,396 | $2,394+0.1% | $3,239-26.0% | $3,607-33.6% |
| Admin fee / account holder | $5,005 | $4,569+9.5% | $6,101-18.0% | $5,124-2.3% |