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 | $96,354 | $20,316+374.3% | $66,042+45.9% | $74,304+29.7% |
| Participation rate | 61.6% | 62.8%-1.2pp | 67.5%-5.9pp | 60.3%+1.2pp |
| Annual return | 16.65% | 28.10%-11.4pp | 52.11%-35.5pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,884 | $745+153.1% | $1,579+19.3% | $2,241-15.9% |
| Participant deferral / active EE | $3,508 | $1,615+117.2% | $2,835+23.7% | $3,767-6.9% |
| Admin fee / account holder | $1,479 | $1,668-11.4% | $5,747-74.3% | $2,969-50.2% |