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 | $92,486 | $54,705+69.1% | $71,209+29.9% | $84,808+9.1% |
| Participation rate | 64.4% | 64.1%+0.4pp | 73.8%-9.3pp | 68.3%-3.9pp |
| Annual return | 18.33% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,768 | $2,158+28.3% | $2,721+1.7% | $2,631+5.2% |
| Participant deferral / active EE | $6,021 | $3,030+98.7% | $4,175+44.2% | $4,212+43.0% |
| Admin fee / account holder | $817 | $4,863-83.2% | $5,349-84.7% | $7,344-88.9% |