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 | $120,146 | $70,250+71.0% | $386,318-68.9% | $116,875+2.8% |
| Participation rate | 39.0% | 68.3%-29.2pp | 67.7%-28.7pp | 74.5%-35.5pp |
| Annual return | 16.08% | 17.57%-1.5pp | -2.64%+18.7pp | 16.29%-0.2pp |
| Employer contribution / active EE | $1,197 | $2,512-52.3% | $4,025-70.3% | $3,288-63.6% |
| Participant deferral / active EE | $2,678 | $3,180-15.8% | $3,524-24.0% | $3,885-31.1% |
| Admin fee / account holder | $29,525 | $7,267+306.3% | $16,179+82.5% | $12,263+140.8% |