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 | $98,227 | $66,310+48.1% | $93,606+4.9% | $65,185+50.7% |
| Participation rate | 67.8% | 74.0%-6.2pp | 75.8%-8.0pp | 70.2%-2.4pp |
| Annual return | 21.97% | 42.58%-20.6pp | 32.76%-10.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $705 | $2,012-65.0% | $2,718-74.1% | $2,177-67.6% |
| Participant deferral / active EE | $2,577 | $3,342-22.9% | $4,069-36.7% | $3,514-26.7% |
| Admin fee / account holder | $9,725 | $6,897+41.0% | $7,888+23.3% | $847+1048.0% |