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 | $109,749 | $71,516+53.5% | $98,439+11.5% | $71,457+53.6% |
| Participation rate | 56.8% | 72.7%-15.9pp | 75.2%-18.4pp | 67.9%-11.1pp |
| Annual return | 19.86% | 32.41%-12.6pp | 21.16%-1.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,791 | $2,399-25.3% | $3,048-41.2% | $2,588-30.8% |
| Participant deferral / active EE | $4,247 | $4,109+3.4% | $4,738-10.4% | $4,289-1.0% |
| Admin fee / account holder | $23,025 | $1,675+1274.8% | $8,948+157.3% | $1,587+1350.6% |