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 | $109,133 | $65,685+66.1% | $57,179+90.9% | $273,961-60.2% |
| Participation rate | 65.2% | 78.3%-13.1pp | 75.3%-10.1pp | 83.0%-17.8pp |
| Annual return | 6.85% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,405 | $3,279-26.6% | $2,682-10.3% | $4,869-50.6% |
| Participant deferral / active EE | $3,200 | $3,782-15.4% | $3,096+3.3% | $5,287-39.5% |
| Admin fee / account holder | $3,602 | $4,835-25.5% | $3,139+14.8% | $10,132-64.4% |