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 | $118,128 | $86,944+35.9% | $107,525+9.9% | $74,304+59.0% |
| Participation rate | 54.6% | 59.6%-4.9pp | 75.1%-20.4pp | 60.3%-5.7pp |
| Annual return | 24.45% | 23.52%+0.9pp | 181.32%-156.9pp | 29.43%-5.0pp |
| Employer contribution / active EE | $953 | $2,757-65.4% | $3,754-74.6% | $2,241-57.5% |
| Participant deferral / active EE | $3,806 | $3,554+7.1% | $5,116-25.6% | $3,767+1.0% |
| Admin fee / account holder | $5,364 | $3,727+43.9% | $8,919-39.9% | $2,969+80.7% |