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 7-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 | $104,059 | $55,706+86.8% | $75,886+37.1% | $72,985+42.6% |
| Participation rate | 63.3% | 61.1%+2.2pp | 69.3%-5.9pp | 69.5%-6.2pp |
| Annual return | 19.11% | 27.59%-8.5pp | 30.76%-11.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $863 | $1,687-48.8% | $2,500-65.5% | $2,440-64.6% |
| Participant deferral / active EE | $2,512 | $2,634-4.6% | $3,603-30.3% | $3,607-30.4% |
| Admin fee / account holder | $3,447 | $3,978-13.4% | $5,418-36.4% | $5,124-32.7% |