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 | $97,251 | $76,552+27.0% | $123,892-21.5% | $62,891+54.6% |
| Participation rate | 65.7% | 73.0%-7.3pp | 81.4%-15.7pp | 69.3%-3.6pp |
| Annual return | 10.67% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $3,137 | $2,883+8.8% | $4,617-32.0% | $2,281+37.6% |
| Participant deferral / active EE | $6,172 | $4,840+27.5% | $5,984+3.1% | $3,203+92.7% |
| Admin fee / account holder | $6,329 | $4,826+31.1% | $8,357-24.3% | $4,296+47.3% |