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 | $111,487 | $83,477+33.6% | $125,175-10.9% | $72,985+52.8% |
| Participation rate | 19.2% | 73.3%-54.1pp | 79.8%-60.6pp | 69.5%-50.3pp |
| Annual return | 20.84% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $727 | $2,345-69.0% | $3,865-81.2% | $2,440-70.2% |
| Participant deferral / active EE | $1,724 | $3,585-51.9% | $4,937-65.1% | $3,607-52.2% |
| Admin fee / account holder | $1,520 | $5,517-72.5% | $9,702-84.3% | $5,124-70.3% |