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 | $111,098 | $74,927+48.3% | $101,794+9.1% | $84,808+31.0% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.2%-17.6pp | 68.3%-16.7pp |
| Annual return | 12.58% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $415 | $1,522-72.7% | $2,289-81.9% | $2,631-84.2% |
| Participant deferral / active EE | $3,623 | $3,099+16.9% | $4,084-11.3% | $4,212-14.0% |
| Admin fee / account holder | $6,511 | $6,5140% | $8,777-25.8% | $7,344-11.3% |