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 | $94,839 | $88,634+7.0% | $101,326-6.4% | $74,304+27.6% |
| Participation rate | 62.6% | 76.9%-14.2pp | 81.5%-18.9pp | 60.3%+2.3pp |
| Annual return | 19.18% | 33.10%-13.9pp | 36.82%-17.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $2,357 | $2,930-19.6% | $3,665-35.7% | $2,241+5.2% |
| Participant deferral / active EE | $4,058 | $7,322-44.6% | $7,994-49.2% | $3,767+7.7% |
| Admin fee / account holder | $978 | $2,425-59.7% | $11,185-91.3% | $2,969-67.1% |