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 | $115,857 | $86,944+33.3% | $107,525+7.7% | $74,304+55.9% |
| Participation rate | 60.2% | 59.6%+0.6pp | 75.1%-14.9pp | 60.3%-0.2pp |
| Annual return | 15.13% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,079 | $2,757-60.8% | $3,754-71.2% | $2,241-51.8% |
| Participant deferral / active EE | $3,377 | $3,554-5.0% | $5,116-34.0% | $3,767-10.4% |
| Admin fee / account holder | $6,702 | $3,727+79.8% | $8,919-24.9% | $2,969+125.7% |