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 | $100,515 | $59,417+69.2% | $93,606+7.4% | $74,495+34.9% |
| Participation rate | 68.8% | 59.7%+9.1pp | 68.7%+0.1pp | 67.2%+1.6pp |
| Annual return | 12.91% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,041 | $1,264-17.6% | $2,420-57.0% | $2,623-60.3% |
| Participant deferral / active EE | $4,110 | $3,050+34.8% | $4,411-6.8% | $4,346-5.4% |
| Admin fee / account holder | $2,673 | $3,021-11.5% | $8,285-67.7% | $1,942+37.7% |