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 | $108,247 | $74,927+44.5% | $101,794+6.3% | $84,808+27.6% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.2%-28.6pp | 68.3%-27.7pp |
| Annual return | 15.21% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $463 | $1,522-69.6% | $2,289-79.8% | $2,631-82.4% |
| Participant deferral / active EE | $1,999 | $3,099-35.5% | $4,084-51.0% | $4,212-52.5% |
| Admin fee / account holder | $1,950 | $6,514-70.1% | $8,777-77.8% | $7,344-73.4% |