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 | $116,179 | $87,870+32.2% | $113,168+2.7% | $74,304+56.4% |
| Participation rate | 56.5% | 70.7%-14.3pp | 76.6%-20.1pp | 60.3%-3.9pp |
| Annual return | 14.74% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,900 | $2,277-16.5% | $2,975-36.1% | $2,241-15.2% |
| Participant deferral / active EE | $3,505 | $4,241-17.3% | $5,107-31.4% | $3,767-7.0% |
| Admin fee / account holder | $6,267 | $3,368+86.1% | $12,068-48.1% | $2,969+111.1% |