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 | $114,787 | $76,367+50.3% | $93,606+22.6% | $72,985+57.3% |
| Participation rate | 65.2% | 71.7%-6.6pp | 75.8%-10.7pp | 69.5%-4.3pp |
| Annual return | 20.38% | 25.82%-5.4pp | 32.76%-12.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $877 | $2,275-61.5% | $2,718-67.7% | $2,440-64.1% |
| Participant deferral / active EE | $2,331 | $3,538-34.1% | $4,069-42.7% | $3,607-35.4% |
| Admin fee / account holder | $11,098 | $6,838+62.3% | $7,888+40.7% | $5,124+116.6% |