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 | $95,155 | $43,075+120.9% | $74,583+27.6% | $62,891+51.3% |
| Participation rate | 57.7% | 58.1%-0.4pp | 68.1%-10.4pp | 69.3%-11.6pp |
| Annual return | 5.58% | 17.50%-11.9pp | 20.47%-14.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,083 | $1,498-27.7% | $2,525-57.1% | $2,281-52.5% |
| Participant deferral / active EE | $3,315 | $2,389+38.7% | $3,458-4.1% | $3,203+3.5% |
| Admin fee / account holder | $38,319 | $2,840+1249.3% | $4,138+826.1% | $4,296+792.1% |