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 | $111,508 | $71,050+56.9% | $93,606+19.1% | $80,856+37.9% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.6%-4.0pp |
| Annual return | 9.99% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $794 | $1,564-49.2% | $2,420-67.2% | $2,755-71.2% |
| Participant deferral / active EE | $3,288 | $4,034-18.5% | $4,411-25.5% | $4,296-23.5% |
| Admin fee / account holder | $1,464 | $6,945-78.9% | $8,285-82.3% | $6,918-78.8% |