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 | $95,037 | $71,050+33.8% | $93,606+1.5% | $80,856+17.5% |
| Participation rate | 69.4% | 60.4%+9.0pp | 68.7%+0.7pp | 67.6%+1.8pp |
| Annual return | 13.63% | 11.26%+2.4pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,081 | $1,564-30.9% | $2,420-55.3% | $2,755-60.8% |
| Participant deferral / active EE | $3,715 | $4,034-7.9% | $4,411-15.8% | $4,296-13.5% |
| Admin fee / account holder | $2,759 | $6,945-60.3% | $8,285-66.7% | $6,918-60.1% |