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 | $118,870 | $103,949+14.4% | $69,182+71.8% | $273,961-56.6% |
| Participation rate | 17.6% | 67.4%-49.7pp | 55.1%-37.5pp | 83.0%-65.4pp |
| Annual return | 4.48% | 35.28%-30.8pp | -21.93%+26.4pp | 41.45%-37.0pp |
| Employer contribution / active EE | $313 | $1,783-82.5% | $1,206-74.1% | $4,869-93.6% |
| Participant deferral / active EE | $1,394 | $2,716-48.7% | $1,897-26.5% | $5,287-73.6% |
| Admin fee / account holder | $3,333 | $3,671-9.2% | $2,697+23.6% | $10,132-67.1% |