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 | $96,189 | $65,365+47.2% | $92,893+3.5% | $72,985+31.8% |
| Participation rate | 69.6% | 68.3%+1.3pp | 76.0%-6.4pp | 69.5%+0.1pp |
| Annual return | 22.88% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,739 | $2,594-33.0% | $3,653-52.4% | $2,440-28.7% |
| Participant deferral / active EE | $4,022 | $3,128+28.6% | $4,236-5.0% | $3,607+11.5% |
| Admin fee / account holder | $14,555 | $4,251+242.4% | $5,794+151.2% | $5,124+184.0% |