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 8-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 | $111,960 | $80,717+38.7% | $154,803-27.7% | $84,808+32.0% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | 13.34% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,787 | $2,761-35.3% | $4,305-58.5% | $2,631-32.1% |
| Participant deferral / active EE | $4,864 | $3,303+47.2% | $5,540-12.2% | $4,212+15.5% |
| Admin fee / account holder | $2,110 | $6,746-68.7% | $14,329-85.3% | $7,344-71.3% |