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 | $91,445 | $61,605+48.4% | $112,229-18.5% | $75,163+21.7% |
| Participation rate | 42.5% | 61.7%-19.2pp | 72.4%-29.9pp | 67.2%-24.7pp |
| Annual return | 19.42% | 28.47%-9.1pp | 30.20%-10.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,366 | $2,015-32.2% | $3,430-60.2% | $2,670-48.8% |
| Participant deferral / active EE | $2,820 | $3,108-9.3% | $4,798-41.2% | $4,125-31.6% |
| Admin fee / account holder | $5,026 | $4,862+3.4% | $7,748-35.1% | $5,651-11.1% |