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 | $74,927+24.6% | $101,794-8.3% | $84,808+10.1% |
| Participation rate | 65.1% | 61.4%+3.7pp | 69.2%-4.1pp | 68.3%-3.2pp |
| Annual return | 17.12% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,531 | $1,522+132.1% | $2,289+54.3% | $2,631+34.2% |
| Participant deferral / active EE | $2,947 | $3,099-4.9% | $4,084-27.8% | $4,212-30.0% |
| Admin fee / account holder | $7,725 | $6,514+18.6% | $8,777-12.0% | $7,344+5.2% |