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 | $110,784 | $64,480+71.8% | $81,382+36.1% | $80,856+37.0% |
| Participation rate | 52.3% | 63.9%-11.6pp | 69.5%-17.2pp | 67.6%-15.3pp |
| Annual return | 12.15% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $727 | $1,978-63.3% | $2,463-70.5% | $2,755-73.6% |
| Participant deferral / active EE | $2,902 | $3,094-6.2% | $3,883-25.3% | $4,296-32.4% |
| Admin fee / account holder | $10,633 | $5,671+87.5% | $5,768+84.3% | $6,918+53.7% |