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 | $87,446 | $76,552+14.2% | $123,892-29.4% | $62,891+39.0% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 7.00% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,239 | $2,883-22.3% | $4,617-51.5% | $2,281-1.9% |
| Participant deferral / active EE | $4,849 | $4,840+0.2% | $5,984-19.0% | $3,203+51.4% |
| Admin fee / account holder | $774 | $4,826-84.0% | $8,357-90.7% | $4,296-82.0% |