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 | $94,570 | $70,428+34.3% | $96,562-2.1% | $85,850+10.2% |
| Participation rate | 68.3% | 61.8%+6.5pp | 69.8%-1.5pp | 69.3%-1.0pp |
| Annual return | 11.58% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,312 | $1,413+63.6% | $2,356-1.9% | $2,565-9.9% |
| Participant deferral / active EE | $4,109 | $2,894+42.0% | $3,849+6.8% | $3,952+4.0% |
| Admin fee / account holder | $432 | $4,997-91.4% | $6,181-93.0% | $6,260-93.1% |