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 | $95,247 | $93,071+2.3% | $74,583+27.7% | $273,961-65.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 3.49% | 26.18%-22.7pp | 20.47%-17.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,218 | $3,160-29.8% | $2,525-12.2% | $4,869-54.5% |
| Participant deferral / active EE | $6,076 | $4,160+46.1% | $3,458+75.7% | $5,287+14.9% |
| Admin fee / account holder | $30,768 | $5,272+483.6% | $4,138+643.6% | $10,132+203.7% |