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 | $112,515 | $86,929+29.4% | $102,423+9.9% | $80,856+39.2% |
| Participation rate | 54.8% | 72.4%-17.5pp | 76.5%-21.7pp | 67.6%-12.8pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,559 | $2,369-34.2% | $3,023-48.4% | $2,755-43.4% |
| Participant deferral / active EE | $3,625 | $4,118-12.0% | $5,053-28.3% | $4,296-15.6% |
| Admin fee / account holder | $9,156 | $8,049+13.8% | $9,451-3.1% | $6,918+32.4% |