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 | $95,628 | $81,248+17.7% | $155,509-38.5% | $80,856+18.3% |
| Participation rate | 68.3% | 66.2%+2.1pp | 78.2%-9.9pp | 67.6%+0.7pp |
| Annual return | 14.39% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,351 | $3,100-24.2% | $4,672-49.7% | $2,755-14.7% |
| Participant deferral / active EE | $4,613 | $3,452+33.6% | $5,626-18.0% | $4,296+7.4% |
| Admin fee / account holder | $6,663 | $7,997-16.7% | $15,912-58.1% | $6,918-3.7% |