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 | $78,281 | $37,426+109.2% | $77,482+1.0% | $79,858-2.0% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.6%-9.6pp |
| Annual return | 16.94% | 39.70%-22.8pp | 54.79%-37.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,607 | $637+152.4% | $986+62.9% | $2,471-35.0% |
| Participant deferral / active EE | $4,438 | $1,260+252.2% | $1,861+138.4% | $3,740+18.6% |
| Admin fee / account holder | $4,973 | $2,504+98.6% | $2,858+74.0% | $5,306-6.3% |