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 | $113,539 | $73,933+53.6% | $96,683+17.4% | $75,163+51.1% |
| Participation rate | 57.9% | 66.4%-8.5pp | 74.3%-16.4pp | 67.2%-9.3pp |
| Annual return | 20.03% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,522 | $2,928-48.0% | $3,737-59.3% | $2,670-43.0% |
| Participant deferral / active EE | $4,063 | $3,659+11.0% | $4,878-16.7% | $4,125-1.5% |
| Admin fee / account holder | $2,781 | $5,216-46.7% | $6,730-58.7% | $5,651-50.8% |