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 | $124,379 | $90,503+37.4% | $78,689+58.1% | $273,961-54.6% |
| Participation rate | 56.3% | 76.5%-20.3pp | 73.6%-17.3pp | 83.0%-26.8pp |
| Annual return | 6.68% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,881 | $3,176-40.8% | $2,851-34.0% | $4,869-61.4% |
| Participant deferral / active EE | $6,823 | $3,901+74.9% | $3,517+94.0% | $5,287+29.0% |
| Admin fee / account holder | $756 | $5,263-85.6% | $4,510-83.2% | $10,132-92.5% |