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 | $91,830 | $72,277+27.1% | $101,248-9.3% | $79,858+15.0% |
| Participation rate | 39.7% | 68.5%-28.7pp | 75.8%-36.1pp | 69.6%-29.9pp |
| Annual return | 14.55% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,397 | $2,692-10.9% | $3,660-34.5% | $2,471-3.0% |
| Participant deferral / active EE | $3,558 | $3,282+8.4% | $4,370-18.6% | $3,740-4.9% |
| Admin fee / account holder | $918 | $4,400-79.1% | $5,945-84.6% | $5,306-82.7% |