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 | $109,177 | $80,968+34.8% | $96,544+13.1% | $75,163+45.3% |
| Participation rate | 54.7% | 71.8%-17.1pp | 76.0%-21.3pp | 67.2%-12.5pp |
| Annual return | 18.53% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $689 | $2,282-69.8% | $2,965-76.8% | $2,670-74.2% |
| Participant deferral / active EE | $5,024 | $3,928+27.9% | $4,851+3.6% | $4,125+21.8% |
| Admin fee / account holder | $9,863 | $6,724+46.7% | $8,252+19.5% | $5,651+74.5% |