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 | $94,801 | $48,364+96.0% | $71,796+32.0% | $62,891+50.7% |
| Participation rate | 57.7% | 60.6%-2.9pp | 69.1%-11.4pp | 69.3%-11.6pp |
| Annual return | 9.23% | 13.16%-3.9pp | 78.04%-68.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,024 | $1,042-1.7% | $1,924-46.8% | $2,281-55.1% |
| Participant deferral / active EE | $2,420 | $2,091+15.7% | $2,794-13.4% | $3,203-24.4% |
| Admin fee / account holder | $322 | $3,771-91.5% | $4,815-93.3% | $4,296-92.5% |