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 | $107,615 | $80,968+32.9% | $96,544+11.5% | $75,163+43.2% |
| Participation rate | 69.6% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 16.35% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,519 | $2,282-33.4% | $2,965-48.8% | $2,670-43.1% |
| Participant deferral / active EE | $4,837 | $3,928+23.1% | $4,851-0.3% | $4,125+17.3% |
| Admin fee / account holder | $2,262 | $6,724-66.4% | $8,252-72.6% | $5,651-60.0% |