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 | $92,527 | $65,365+41.6% | $92,893-0.4% | $72,985+26.8% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 21.63% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,615 | $2,594-37.7% | $3,653-55.8% | $2,440-33.8% |
| Participant deferral / active EE | $4,328 | $3,128+38.3% | $4,236+2.2% | $3,607+20.0% |
| Admin fee / account holder | $3,203 | $4,251-24.7% | $5,794-44.7% | $5,124-37.5% |