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 | $101,489 | $60,022+69.1% | $88,946+14.1% | $84,808+19.7% |
| Participation rate | 47.2% | 57.8%-10.6pp | 68.8%-21.6pp | 68.3%-21.1pp |
| Annual return | 16.24% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,650 | $1,703+114.4% | $2,555+42.9% | $2,631+38.7% |
| Participant deferral / active EE | $2,503 | $3,114-19.6% | $4,581-45.4% | $4,212-40.6% |
| Admin fee / account holder | $5,482 | $4,811+14.0% | $8,261-33.6% | $7,344-25.3% |