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 | $93,040 | $80,968+14.9% | $96,544-3.6% | $75,163+23.8% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 18.86% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,460 | $2,282-36.0% | $2,965-50.7% | $2,670-45.3% |
| Participant deferral / active EE | $3,411 | $3,928-13.2% | $4,851-29.7% | $4,125-17.3% |
| Admin fee / account holder | $4,069 | $6,724-39.5% | $8,252-50.7% | $5,651-28.0% |