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 | $96,916 | $73,933+31.1% | $96,683+0.2% | $75,163+28.9% |
| Participation rate | 62.7% | 66.4%-3.7pp | 74.3%-11.7pp | 67.2%-4.5pp |
| Annual return | 16.98% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,313 | $2,928+47.3% | $3,737+15.4% | $2,670+61.6% |
| Participant deferral / active EE | $5,176 | $3,659+41.5% | $4,878+6.1% | $4,125+25.5% |
| Admin fee / account holder | $3,900 | $5,216-25.2% | $6,730-42.1% | $5,651-31.0% |