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 | $96,273 | $66,098+45.7% | $101,794-5.4% | $74,304+29.6% |
| Participation rate | 69.8% | 53.8%+16.1pp | 69.2%+0.6pp | 60.3%+9.5pp |
| Annual return | 15.50% | 19.59%-4.1pp | 30.53%-15.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,130 | $1,082+4.5% | $2,289-50.6% | $2,241-49.6% |
| Participant deferral / active EE | $3,791 | $2,781+36.3% | $4,084-7.2% | $3,767+0.6% |
| Admin fee / account holder | $5,401 | $4,146+30.3% | $8,777-38.5% | $2,969+81.9% |