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 | $92,136 | $56,053+64.4% | $75,972+21.3% | $80,856+14.0% |
| Participation rate | 69.9% | 62.0%+7.8pp | 69.1%+0.8pp | 67.6%+2.2pp |
| Annual return | 15.44% | 20.53%-5.1pp | 359.55%-344.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,661 | $1,874-11.4% | $2,685-38.1% | $2,755-39.7% |
| Participant deferral / active EE | $3,137 | $3,052+2.8% | $4,255-26.3% | $4,296-27.0% |
| Admin fee / account holder | $2,539 | $5,234-51.5% | $6,467-60.7% | $6,918-63.3% |