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 | $98,994 | $48,046+106.0% | $84,611+17.0% | $72,985+35.6% |
| Participation rate | 64.3% | 57.6%+6.7pp | 68.2%-3.9pp | 69.5%-5.2pp |
| Annual return | 19.08% | 37.38%-18.3pp | 258.74%-239.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $942 | $1,602-41.2% | $2,652-64.5% | $2,440-61.4% |
| Participant deferral / active EE | $2,183 | $2,680-18.5% | $3,899-44.0% | $3,607-39.5% |
| Admin fee / account holder | $535 | $3,395-84.2% | $4,912-89.1% | $5,124-89.6% |