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 | $86,700 | $49,227+76.1% | $70,449+23.1% | $79,858+8.6% |
| Participation rate | 62.1% | 69.2%-7.0pp | 75.1%-12.9pp | 69.6%-7.5pp |
| Annual return | 6.18% | 30.06%-23.9pp | 109.03%-102.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,833 | $2,099-12.7% | $2,737-33.0% | $2,471-25.8% |
| Participant deferral / active EE | $2,725 | $2,768-1.5% | $3,709-26.5% | $3,740-27.1% |
| Admin fee / account holder | $10,552 | $2,878+266.6% | $3,845+174.4% | $5,306+98.9% |