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 | $101,234 | $70,428+43.7% | $96,562+4.8% | $85,850+17.9% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 14.60% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,127 | $1,413-20.3% | $2,356-52.2% | $2,565-56.1% |
| Participant deferral / active EE | $3,729 | $2,894+28.9% | $3,849-3.1% | $3,952-5.6% |
| Admin fee / account holder | $740 | $4,997-85.2% | $6,181-88.0% | $6,260-88.2% |