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 9-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 | $109,201 | $95,803+14.0% | $113,168-3.5% | $84,808+28.8% |
| Participation rate | 59.0% | 72.9%-13.9pp | 76.6%-17.6pp | 68.3%-9.3pp |
| Annual return | 14.38% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,764 | $2,360-25.2% | $2,975-40.7% | $2,631-32.9% |
| Participant deferral / active EE | $3,882 | $4,242-8.5% | $5,107-24.0% | $4,212-7.8% |
| Admin fee / account holder | $28,021 | $8,989+211.7% | $12,068+132.2% | $7,344+281.6% |