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 | $92,997 | $45,031+106.5% | $84,966+9.5% | $77,643+19.8% |
| Participation rate | 36.4% | 48.7%-12.3pp | 67.5%-31.1pp | 70.6%-34.2pp |
| Annual return | 13.88% | 79.22%-65.3pp | 66.38%-52.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,704 | $1,609+5.9% | $2,727-37.5% | $2,726-37.5% |
| Participant deferral / active EE | $3,094 | $2,807+10.2% | $4,519-31.5% | $4,647-33.4% |
| Admin fee / account holder | $9,914 | $912+987.4% | $6,149+61.2% | $430+2203.4% |