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 | $94,978 | $51,576+84.2% | $129,207-26.5% | $80,856+17.5% |
| Participation rate | 65.7% | 57.0%+8.7pp | 69.6%-3.9pp | 67.6%-1.9pp |
| Annual return | 13.03% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,908 | $1,584+20.5% | $4,153-54.1% | $2,755-30.7% |
| Participant deferral / active EE | $4,643 | $2,669+74.0% | $4,168+11.4% | $4,296+8.1% |
| Admin fee / account holder | $636 | $4,305-85.2% | $7,715-91.8% | $6,918-90.8% |