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 | $122,304 | $64,480+89.7% | $81,382+50.3% | $80,856+51.3% |
| Participation rate | 16.9% | 63.9%-46.9pp | 69.5%-52.5pp | 67.6%-50.7pp |
| Annual return | 17.50% | 16.34%+1.2pp | 24.73%-7.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,649 | $1,978-16.7% | $2,463-33.0% | $2,755-40.1% |
| Participant deferral / active EE | $4,525 | $3,094+46.3% | $3,883+16.5% | $4,296+5.3% |
| Admin fee / account holder | $1,542 | $5,671-72.8% | $5,768-73.3% | $6,918-77.7% |