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 | $93,635 | $74,927+25.0% | $101,794-8.0% | $84,808+10.4% |
| Participation rate | 68.4% | 61.4%+7.0pp | 69.2%-0.8pp | 68.3%+0.1pp |
| Annual return | 15.42% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,138 | $1,522+40.5% | $2,289-6.6% | $2,631-18.7% |
| Participant deferral / active EE | $4,831 | $3,099+55.9% | $4,084+18.3% | $4,212+14.7% |
| Admin fee / account holder | $21,978 | $6,514+237.4% | $8,777+150.4% | $7,344+199.3% |