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 | $106,346 | $60,892+74.6% | $82,389+29.1% | $84,808+25.4% |
| Participation rate | 33.3% | 63.3%-29.9pp | 69.5%-36.2pp | 68.3%-35.0pp |
| Annual return | 21.50% | 37.29%-15.8pp | 28.67%-7.2pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,942 | $1,779+9.2% | $2,517-22.8% | $2,631-26.2% |
| Participant deferral / active EE | $3,616 | $3,179+13.8% | $4,155-13.0% | $4,212-14.1% |
| Admin fee / account holder | $1,348 | $5,467-75.4% | $7,231-81.4% | $7,344-81.6% |