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 | $100,199 | $63,355+58.2% | $91,989+8.9% | $72,985+37.3% |
| Participation rate | 69.8% | 72.5%-2.7pp | 78.6%-8.8pp | 69.5%+0.3pp |
| Annual return | 23.05% | 35.35%-12.3pp | 69.02%-46.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,507 | $2,116-28.8% | $3,452-56.3% | $2,440-38.2% |
| Participant deferral / active EE | $4,098 | $4,883-16.1% | $5,923-30.8% | $3,607+13.6% |
| Admin fee / account holder | $2,082 | $4,668-55.4% | $7,743-73.1% | $5,124-59.4% |