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 | $103,698 | $59,097+75.5% | $82,389+25.9% | $74,304+39.6% |
| Participation rate | 56.8% | 52.8%+4.0pp | 69.5%-12.7pp | 60.3%-3.5pp |
| Annual return | 15.59% | 22.85%-7.3pp | 28.67%-13.1pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,261 | $1,601+41.2% | $2,517-10.2% | $2,241+0.9% |
| Participant deferral / active EE | $3,530 | $2,775+27.2% | $4,155-15.0% | $3,767-6.3% |
| Admin fee / account holder | $7,777 | $4,489+73.2% | $7,231+7.6% | $2,969+162.0% |