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 | $112,761 | $74,927+50.5% | $101,794+10.8% | $84,808+33.0% |
| Participation rate | 63.5% | 61.4%+2.1pp | 69.2%-5.7pp | 68.3%-4.8pp |
| Annual return | 15.02% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $473 | $1,522-68.9% | $2,289-79.3% | $2,631-82.0% |
| Participant deferral / active EE | $2,768 | $3,099-10.7% | $4,084-32.2% | $4,212-34.3% |
| Admin fee / account holder | $26,564 | $6,514+307.8% | $8,777+202.7% | $7,344+261.7% |