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 | $98,945 | $80,673+22.6% | $101,326-2.3% | $84,808+16.7% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 15.49% | 38.95%-23.5pp | 36.82%-21.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,280 | $2,698+58.6% | $3,665+16.8% | $2,631+62.7% |
| Participant deferral / active EE | $5,632 | $6,840-17.7% | $7,994-29.5% | $4,212+33.7% |
| Admin fee / account holder | $16,212 | $12,784+26.8% | $11,185+44.9% | $7,344+120.8% |