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 | $117,703 | $148,978-21.0% | $200,582-41.3% | $84,808+38.8% |
| Participation rate | 63.5% | 84.2%-20.7pp | 86.9%-23.4pp | 68.3%-4.8pp |
| Annual return | 14.16% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,816 | $4,815-62.3% | $6,419-71.7% | $2,631-31.0% |
| Participant deferral / active EE | $3,766 | $7,142-47.3% | $9,331-59.6% | $4,212-10.6% |
| Admin fee / account holder | $13,703 | $13,977-2.0% | $16,305-16.0% | $7,344+86.6% |