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 | $90,422 | $53,127+70.2% | $86,590+4.4% | $70,131+28.9% |
| Participation rate | 66.2% | 65.3%+0.9pp | 73.5%-7.3pp | 69.5%-3.3pp |
| Annual return | 18.38% | 27.66%-9.3pp | 964.84%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,667 | $2,068-19.4% | $2,839-41.3% | $2,342-28.8% |
| Participant deferral / active EE | $3,023 | $2,696+12.1% | $3,609-16.2% | $3,332-9.3% |
| Admin fee / account holder | $2,165 | $3,585-39.6% | $4,906-55.9% | $4,645-53.4% |