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 | $86,314 | $72,277+19.4% | $101,248-14.8% | $79,858+8.1% |
| Participation rate | 63.9% | 68.5%-4.5pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | 27.12% | 22.30%+4.8pp | 46.47%-19.4pp | 31.71%-4.6pp |
| Employer contribution / active EE | $2,104 | $2,692-21.8% | $3,660-42.5% | $2,471-14.8% |
| Participant deferral / active EE | $5,384 | $3,282+64.1% | $4,370+23.2% | $3,740+44.0% |
| Admin fee / account holder | $5,519 | $4,400+25.4% | $5,945-7.2% | $5,306+4.0% |