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 | $110,251 | $60,892+81.1% | $82,389+33.8% | $84,808+30.0% |
| Participation rate | 32.6% | 63.3%-30.7pp | 69.5%-36.9pp | 68.3%-35.7pp |
| Annual return | 13.89% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,253 | $1,779-29.6% | $2,517-50.2% | $2,631-52.4% |
| Participant deferral / active EE | $2,692 | $3,179-15.3% | $4,155-35.2% | $4,212-36.1% |
| Admin fee / account holder | $5,069 | $5,467-7.3% | $7,231-29.9% | $7,344-31.0% |