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 | $94,650 | $48,364+95.7% | $71,796+31.8% | $62,891+50.5% |
| Participation rate | 41.6% | 60.6%-19.1pp | 69.1%-27.6pp | 69.3%-27.7pp |
| Annual return | 11.96% | 13.16%-1.2pp | 78.04%-66.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,325 | $1,042+27.2% | $1,924-31.2% | $2,281-41.9% |
| Participant deferral / active EE | $2,728 | $2,091+30.4% | $2,794-2.4% | $3,203-14.8% |
| Admin fee / account holder | $761 | $3,771-79.8% | $4,815-84.2% | $4,296-82.3% |