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 | $98,017 | $54,705+79.2% | $71,209+37.6% | $84,808+15.6% |
| Participation rate | 65.0% | 64.1%+0.9pp | 73.8%-8.8pp | 68.3%-3.3pp |
| Annual return | 14.99% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,887 | $2,158+33.8% | $2,721+6.1% | $2,631+9.7% |
| Participant deferral / active EE | $4,594 | $3,030+51.6% | $4,175+10.0% | $4,212+9.1% |
| Admin fee / account holder | $5,380 | $4,863+10.6% | $5,349+0.6% | $7,344-26.7% |