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 | $120,783 | $96,557+25.1% | $80,975+49.2% | $273,961-55.9% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 10.30% | 15.14%-4.8pp | 17.10%-6.8pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,429 | $4,868-50.1% | $3,714-34.6% | $4,869-50.1% |
| Participant deferral / active EE | $9,286 | $6,598+40.7% | $5,696+63.0% | $5,287+75.6% |
| Admin fee / account holder | $889 | $7,492-88.1% | $5,516-83.9% | $10,132-91.2% |