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 | $91,556 | $51,175+78.9% | $70,515+29.8% | $75,163+21.8% |
| Participation rate | 56.3% | 60.9%-4.6pp | 68.3%-12.0pp | 67.2%-10.9pp |
| Annual return | 26.25% | 30.02%-3.8pp | 32.77%-6.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,385 | $1,826-24.1% | $2,973-53.4% | $2,670-48.1% |
| Participant deferral / active EE | $3,792 | $2,849+33.1% | $4,567-17.0% | $4,125-8.1% |
| Admin fee / account holder | $3,243 | $4,091-20.7% | $6,412-49.4% | $5,651-42.6% |