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 | $111,438 | $43,723+154.9% | $121,196-8.1% | $64,186+73.6% |
| Participation rate | 57.9% | 58.3%-0.4pp | 71.7%-13.9pp | 69.6%-11.7pp |
| Annual return | 10.64% | 68.91%-58.3pp | 16.93%-6.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,084 | $1,296-16.4% | $4,022-73.0% | $2,381-54.5% |
| Participant deferral / active EE | $3,611 | $2,280+58.4% | $3,344+8.0% | $3,470+4.1% |
| Admin fee / account holder | $502 | $3,501-85.7% | $5,019-90.0% | $4,888-89.7% |