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 | $112,376 | $80,717+39.2% | $154,803-27.4% | $84,808+32.5% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 16.35% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,337 | $2,761-51.6% | $4,305-69.0% | $2,631-49.2% |
| Participant deferral / active EE | $3,773 | $3,303+14.2% | $5,540-31.9% | $4,212-10.4% |
| Admin fee / account holder | $23,312 | $6,746+245.6% | $14,329+62.7% | $7,344+217.4% |