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 | $116,828 | $49,280+137.1% | $67,313+73.6% | $64,186+82.0% |
| Participation rate | 67.4% | 60.8%+6.6pp | 69.1%-1.7pp | 69.6%-2.2pp |
| Annual return | 2.56% | -1.39%+3.9pp | -4.08%+6.6pp | 7.63%-5.1pp |
| Employer contribution / active EE | $1,515 | $1,668-9.2% | $2,566-40.9% | $2,381-36.4% |
| Participant deferral / active EE | $2,884 | $2,484+16.1% | $3,568-19.2% | $3,470-16.9% |
| Admin fee / account holder | $6,619 | $3,863+71.4% | $4,507+46.9% | $4,888+35.4% |