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 | $111,024 | $72,277+53.6% | $101,248+9.7% | $79,858+39.0% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 15.95% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,498 | $2,692-44.3% | $3,660-59.1% | $2,471-39.4% |
| Participant deferral / active EE | $2,829 | $3,282-13.8% | $4,370-35.3% | $3,740-24.4% |
| Admin fee / account holder | $745 | $4,400-83.1% | $5,945-87.5% | $5,306-86.0% |