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 | $90,918 | $68,547+32.6% | $120,354-24.5% | $80,856+12.4% |
| Participation rate | 62.5% | 61.6%+0.9pp | 71.9%-9.4pp | 67.6%-5.1pp |
| Annual return | 10.36% | 23.60%-13.2pp | 107.15%-96.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,533 | $2,051-25.3% | $3,463-55.7% | $2,755-44.4% |
| Participant deferral / active EE | $2,832 | $3,173-10.8% | $4,991-43.3% | $4,296-34.1% |
| Admin fee / account holder | $1,421 | $5,732-75.2% | $9,423-84.9% | $6,918-79.5% |