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 | $99,698 | $90,503+10.2% | $78,689+26.7% | $273,961-63.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.68% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,450 | $3,176-54.3% | $2,851-49.1% | $4,869-70.2% |
| Participant deferral / active EE | $5,438 | $3,901+39.4% | $3,517+54.6% | $5,287+2.8% |
| Admin fee / account holder | $980 | $5,263-81.4% | $4,510-78.3% | $10,132-90.3% |