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 | $97,137 | $58,512+66.0% | $84,015+15.6% | $72,985+33.1% |
| Participation rate | 63.5% | 61.2%+2.3pp | 69.0%-5.5pp | 69.5%-6.0pp |
| Annual return | 20.55% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $602 | $1,163-48.2% | $1,983-69.7% | $2,440-75.3% |
| Participant deferral / active EE | $3,006 | $2,394+25.6% | $3,239-7.2% | $3,607-16.7% |
| Admin fee / account holder | $2,030 | $4,569-55.6% | $6,101-66.7% | $5,124-60.4% |