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 | $88,695 | $56,053+58.2% | $75,972+16.7% | $80,856+9.7% |
| Participation rate | 63.6% | 62.0%+1.6pp | 69.1%-5.4pp | 67.6%-4.0pp |
| Annual return | 13.18% | 20.53%-7.4pp | 359.55%-346.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,584 | $1,874+37.9% | $2,685-3.8% | $2,755-6.2% |
| Participant deferral / active EE | $5,442 | $3,052+78.3% | $4,255+27.9% | $4,296+26.7% |
| Admin fee / account holder | $3,987 | $5,234-23.8% | $6,467-38.3% | $6,918-42.4% |