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 | $98,620 | $74,927+31.6% | $101,794-3.1% | $84,808+16.3% |
| Participation rate | 60.4% | 61.4%-1.0pp | 69.2%-8.8pp | 68.3%-7.9pp |
| Annual return | 20.23% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,536 | $1,522+0.9% | $2,289-32.9% | $2,631-41.6% |
| Participant deferral / active EE | $2,252 | $3,099-27.3% | $4,084-44.9% | $4,212-46.5% |
| Admin fee / account holder | $578 | $6,514-91.1% | $8,777-93.4% | $7,344-92.1% |