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 | $116,449 | $87,013+33.8% | $106,213+9.6% | $80,856+44.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.6%-17.6pp |
| Annual return | 13.60% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,149 | $2,395-52.0% | $3,171-63.8% | $2,755-58.3% |
| Participant deferral / active EE | $2,542 | $3,986-36.2% | $5,016-49.3% | $4,296-40.8% |
| Admin fee / account holder | $4,086 | $8,431-51.5% | $11,033-63.0% | $6,918-40.9% |