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 | $98,194 | $59,839+64.1% | $81,983+19.8% | $79,858+23.0% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.2%-9.2pp | 69.6%-9.6pp |
| Annual return | 13.78% | 17.56%-3.8pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,437 | $1,713-16.1% | $2,498-42.5% | $2,471-41.8% |
| Participant deferral / active EE | $2,830 | $2,695+5.0% | $3,722-24.0% | $3,740-24.3% |
| Admin fee / account holder | $5,908 | $4,287+37.8% | $5,664+4.3% | $5,306+11.3% |