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 | $62,749 | $20,316+208.9% | $66,042-5.0% | $74,304-15.6% |
| Participation rate | 41.7% | 62.8%-21.1pp | 67.5%-25.8pp | 60.3%-18.7pp |
| Annual return | 19.73% | 28.10%-8.4pp | 52.11%-32.4pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,251 | $745+68.0% | $1,579-20.8% | $2,241-44.2% |
| Participant deferral / active EE | $2,228 | $1,615+38.0% | $2,835-21.4% | $3,767-40.9% |
| Admin fee / account holder | $4,477 | $1,668+168.4% | $5,747-22.1% | $2,969+50.8% |