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 | $119,606 | $94,625+26.4% | $116,228+2.9% | $84,808+41.0% |
| Participation rate | 67.7% | 70.4%-2.7pp | 74.6%-6.8pp | 68.3%-0.6pp |
| Annual return | 15.35% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,594 | $2,347-32.1% | $2,994-46.8% | $2,631-39.4% |
| Participant deferral / active EE | $3,766 | $3,972-5.2% | $4,953-24.0% | $4,212-10.6% |
| Admin fee / account holder | $2,440 | $10,091-75.8% | $11,989-79.6% | $7,344-66.8% |