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 | $116,913 | $86,929+34.5% | $102,423+14.1% | $80,856+44.6% |
| Participation rate | 69.6% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.0pp |
| Annual return | 20.37% | 18.88%+1.5pp | 29.32%-9.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $982 | $2,369-58.6% | $3,023-67.5% | $2,755-64.4% |
| Participant deferral / active EE | $5,724 | $4,118+39.0% | $5,053+13.3% | $4,296+33.2% |
| Admin fee / account holder | $27,582 | $8,049+242.7% | $9,451+191.8% | $6,918+298.7% |