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 | $99,080 | $70,250+41.0% | $386,318-74.4% | $116,875-15.2% |
| Participation rate | 68.9% | 68.3%+0.6pp | 67.7%+1.2pp | 74.5%-5.6pp |
| Annual return | 13.78% | 17.57%-3.8pp | -2.64%+16.4pp | 16.29%-2.5pp |
| Employer contribution / active EE | $3,097 | $2,512+23.3% | $4,025-23.1% | $3,288-5.8% |
| Participant deferral / active EE | $3,881 | $3,180+22.0% | $3,524+10.1% | $3,885-0.1% |
| Admin fee / account holder | $557 | $7,267-92.3% | $16,179-96.6% | $12,263-95.5% |