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 | $93,928 | $78,422+19.8% | $95,952-2.1% | $79,858+17.6% |
| Participation rate | 47.1% | 73.5%-26.3pp | 77.1%-29.9pp | 69.6%-22.5pp |
| Annual return | 25.37% | 19.37%+6.0pp | 91.61%-66.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $970 | $1,945-50.1% | $2,541-61.8% | $2,471-60.8% |
| Participant deferral / active EE | $2,235 | $3,440-35.0% | $4,167-46.4% | $3,740-40.2% |
| Admin fee / account holder | $7,676 | $5,622+36.5% | $6,795+13.0% | $5,306+44.7% |