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 | $93,382 | $55,371+68.6% | $95,585-2.3% | $74,304+25.7% |
| Participation rate | 67.3% | 53.8%+13.5pp | 72.1%-4.8pp | 60.3%+6.9pp |
| Annual return | 13.81% | 24.26%-10.5pp | 38.56%-24.8pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,125 | $1,437+47.8% | $2,527-15.9% | $2,241-5.2% |
| Participant deferral / active EE | $4,841 | $2,955+63.8% | $4,023+20.3% | $3,767+28.5% |
| Admin fee / account holder | $5,440 | $2,620+107.6% | $6,127-11.2% | $2,969+83.2% |