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 | $110,947 | $74,927+48.1% | $101,794+9.0% | $84,808+30.8% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.2%-11.6pp | 68.3%-10.7pp |
| Annual return | 15.88% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,244 | $1,522-18.2% | $2,289-45.6% | $2,631-52.7% |
| Participant deferral / active EE | $3,940 | $3,099+27.1% | $4,084-3.5% | $4,212-6.4% |
| Admin fee / account holder | $7,465 | $6,514+14.6% | $8,777-14.9% | $7,344+1.6% |