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 | $92,160 | $48,230+91.1% | $67,502+36.5% | $80,856+14.0% |
| Participation rate | 69.7% | 66.4%+3.3pp | 72.9%-3.2pp | 67.6%+2.1pp |
| Annual return | 13.37% | 18.28%-4.9pp | 3512.12%-3498.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,178 | $2,020+7.8% | $2,731-20.2% | $2,755-20.9% |
| Participant deferral / active EE | $5,530 | $2,924+89.1% | $4,000+38.3% | $4,296+28.7% |
| Admin fee / account holder | $2,845 | $3,681-22.7% | $3,998-28.8% | $6,918-58.9% |