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 | $126,650 | $61,660+105.4% | $80,019+58.3% | $64,186+97.3% |
| Participation rate | 55.9% | 71.7%-15.8pp | 75.8%-19.9pp | 69.6%-13.7pp |
| Annual return | 19.65% | -0.33%+20.0pp | 11.22%+8.4pp | 7.63%+12.0pp |
| Employer contribution / active EE | $1,173 | $1,810-35.2% | $2,468-52.5% | $2,381-50.7% |
| Participant deferral / active EE | $3,596 | $2,968+21.2% | $3,686-2.4% | $3,470+3.6% |
| Admin fee / account holder | $1,157 | $5,417-78.6% | $6,521-82.2% | $4,888-76.3% |