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 | $89,718 | $56,054+60.1% | $171,082-47.6% | $62,891+42.7% |
| Participation rate | 63.3% | 62.9%+0.5pp | 76.7%-13.4pp | 69.3%-6.0pp |
| Annual return | 11.81% | 22.52%-10.7pp | 32.56%-20.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,185 | $1,731+26.2% | $4,002-45.4% | $2,281-4.2% |
| Participant deferral / active EE | $3,882 | $3,158+22.9% | $4,797-19.1% | $3,203+21.2% |
| Admin fee / account holder | $313 | $3,647-91.4% | $8,520-96.3% | $4,296-92.7% |