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 | $99,542 | $79,944+24.5% | $98,439+1.1% | $75,163+32.4% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 13.04% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,460 | $2,264-35.5% | $3,048-52.1% | $2,670-45.3% |
| Participant deferral / active EE | $2,834 | $3,752-24.5% | $4,738-40.2% | $4,125-31.3% |
| Admin fee / account holder | $6,540 | $6,840-4.4% | $8,948-26.9% | $5,651+15.7% |