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 | $92,749 | $78,422+18.3% | $95,952-3.3% | $79,858+16.1% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 12.13% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,419 | $1,945-27.0% | $2,541-44.2% | $2,471-42.6% |
| Participant deferral / active EE | $3,068 | $3,440-10.8% | $4,167-26.4% | $3,740-18.0% |
| Admin fee / account holder | $6,491 | $5,622+15.5% | $6,795-4.5% | $5,306+22.3% |