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 | $103,524 | $65,561+57.9% | $86,188+20.1% | $75,163+37.7% |
| Participation rate | 62.5% | 60.5%+2.0pp | 69.0%-6.5pp | 67.2%-4.7pp |
| Annual return | 15.80% | 46.05%-30.3pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $358 | $1,553-76.9% | $2,380-85.0% | $2,670-86.6% |
| Participant deferral / active EE | $2,068 | $3,024-31.6% | $3,985-48.1% | $4,125-49.9% |
| Admin fee / account holder | $2,055 | $5,474-62.5% | $6,852-70.0% | $5,651-63.6% |