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 | $102,010 | $60,022+70.0% | $88,946+14.7% | $84,808+20.3% |
| Participation rate | 36.4% | 57.8%-21.5pp | 68.8%-32.5pp | 68.3%-31.9pp |
| Annual return | 16.11% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,492 | $1,703-12.4% | $2,555-41.6% | $2,631-43.3% |
| Participant deferral / active EE | $4,058 | $3,114+30.3% | $4,581-11.4% | $4,212-3.6% |
| Admin fee / account holder | $4,468 | $4,811-7.1% | $8,261-45.9% | $7,344-39.2% |