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 | $102,997 | $67,606+52.3% | $82,313+25.1% | $70,131+46.9% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 17.24% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,628 | $1,755+106.7% | $2,428+49.4% | $2,342+54.9% |
| Participant deferral / active EE | $3,650 | $2,987+22.2% | $3,706-1.5% | $3,332+9.6% |
| Admin fee / account holder | $666 | $4,512-85.3% | $5,608-88.1% | $4,645-85.7% |