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 | $96,213 | $109,413-12.1% | $156,263-38.4% | $84,808+13.4% |
| Participation rate | 63.6% | 72.7%-9.1pp | 78.9%-15.3pp | 68.3%-4.7pp |
| Annual return | 18.18% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,847 | $2,907+66.7% | $4,333+11.9% | $2,631+84.2% |
| Participant deferral / active EE | $5,376 | $4,590+17.1% | $6,158-12.7% | $4,212+27.6% |
| Admin fee / account holder | $2,732 | $9,357-70.8% | $14,255-80.8% | $7,344-62.8% |