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 9-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 | $107,805 | $78,926+36.6% | $136,749-21.2% | $84,808+27.1% |
| Participation rate | 41.9% | 62.2%-20.2pp | 72.1%-30.2pp | 68.3%-26.4pp |
| Annual return | 13.19% | 18.17%-5.0pp | 24.33%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $784 | $2,134-63.2% | $3,400-76.9% | $2,631-70.2% |
| Participant deferral / active EE | $4,601 | $3,168+45.2% | $4,692-1.9% | $4,212+9.3% |
| Admin fee / account holder | $15,342 | $6,369+140.9% | $11,386+34.7% | $7,344+108.9% |