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 | $123,303 | $86,944+41.8% | $107,525+14.7% | $74,304+65.9% |
| Participation rate | 53.5% | 59.6%-6.0pp | 75.1%-21.5pp | 60.3%-6.8pp |
| Annual return | 22.50% | 23.52%-1.0pp | 181.32%-158.8pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,756 | $2,757-36.3% | $3,754-53.2% | $2,241-21.7% |
| Participant deferral / active EE | $3,370 | $3,554-5.2% | $5,116-34.1% | $3,767-10.6% |
| Admin fee / account holder | $9,965 | $3,727+167.4% | $8,919+11.7% | $2,969+235.7% |