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 | $95,743 | $74,927+27.8% | $101,794-5.9% | $84,808+12.9% |
| Participation rate | 65.2% | 61.4%+3.7pp | 69.2%-4.0pp | 68.3%-3.2pp |
| Annual return | 13.93% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,265 | $1,522-16.9% | $2,289-44.7% | $2,631-51.9% |
| Participant deferral / active EE | $3,110 | $3,099+0.4% | $4,084-23.8% | $4,212-26.1% |
| Admin fee / account holder | $2,712 | $6,514-58.4% | $8,777-69.1% | $7,344-63.1% |