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 | $116,506 | $71,050+64.0% | $93,606+24.5% | $80,856+44.1% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.5pp | 67.6%-5.4pp |
| Annual return | 13.12% | 11.26%+1.9pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $526 | $1,564-66.4% | $2,420-78.3% | $2,755-80.9% |
| Participant deferral / active EE | $2,875 | $4,034-28.7% | $4,411-34.8% | $4,296-33.1% |
| Admin fee / account holder | $31,790 | $6,945+357.7% | $8,285+283.7% | $6,918+359.5% |