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 | $98,653 | $65,365+50.9% | $92,893+6.2% | $72,985+35.2% |
| Participation rate | 40.3% | 68.3%-28.0pp | 76.0%-35.7pp | 69.5%-29.2pp |
| Annual return | 20.71% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,537 | $2,594-40.8% | $3,653-57.9% | $2,440-37.0% |
| Participant deferral / active EE | $3,845 | $3,128+22.9% | $4,236-9.2% | $3,607+6.6% |
| Admin fee / account holder | $19,272 | $4,251+353.3% | $5,794+232.6% | $5,124+276.1% |