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 | $107,533 | $57,828+86.0% | $117,039-8.1% | $70,131+53.3% |
| Participation rate | 36.4% | 67.1%-30.8pp | 77.2%-40.8pp | 69.5%-33.2pp |
| Annual return | 20.71% | 17.55%+3.2pp | 18.95%+1.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $676 | $1,816-62.8% | $3,785-82.1% | $2,342-71.2% |
| Participant deferral / active EE | $1,850 | $2,438-24.1% | $3,929-52.9% | $3,332-44.5% |
| Admin fee / account holder | $648 | $3,548-81.7% | $5,974-89.2% | $4,645-86.1% |