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 | $94,773 | $65,041+45.7% | $90,951+4.2% | $79,858+18.7% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 13.06% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,172 | $1,247-6.1% | $2,122-44.8% | $2,471-52.6% |
| Participant deferral / active EE | $4,549 | $2,512+81.1% | $3,373+34.9% | $3,740+21.6% |
| Admin fee / account holder | $7,050 | $4,536+55.4% | $5,959+18.3% | $5,306+32.9% |