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 | $93,725 | $65,365+43.4% | $92,893+0.9% | $72,985+28.4% |
| Participation rate | 55.7% | 68.3%-12.6pp | 76.0%-20.3pp | 69.5%-13.8pp |
| Annual return | 26.52% | 42.10%-15.6pp | 109.41%-82.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,870 | $2,594-27.9% | $3,653-48.8% | $2,440-23.4% |
| Participant deferral / active EE | $3,955 | $3,128+26.4% | $4,236-6.6% | $3,607+9.6% |
| Admin fee / account holder | $1,783 | $4,251-58.1% | $5,794-69.2% | $5,124-65.2% |