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 | $109,271 | $60,022+82.1% | $88,946+22.9% | $84,808+28.8% |
| Participation rate | 30.1% | 57.8%-27.7pp | 68.8%-38.7pp | 68.3%-38.2pp |
| Annual return | 14.54% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $466 | $1,703-72.6% | $2,555-81.7% | $2,631-82.3% |
| Participant deferral / active EE | $2,197 | $3,114-29.4% | $4,581-52.0% | $4,212-47.8% |
| Admin fee / account holder | $6,975 | $4,811+45.0% | $8,261-15.6% | $7,344-5.0% |