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 | $118,655 | $49,280+140.8% | $67,313+76.3% | $64,186+84.9% |
| Participation rate | 63.3% | 60.8%+2.5pp | 69.1%-5.7pp | 69.6%-6.2pp |
| Annual return | 1.44% | -1.39%+2.8pp | -4.08%+5.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,513 | $1,668-9.3% | $2,566-41.0% | $2,381-36.4% |
| Participant deferral / active EE | $2,451 | $2,484-1.3% | $3,568-31.3% | $3,470-29.4% |
| Admin fee / account holder | $5,295 | $3,863+37.1% | $4,507+17.5% | $4,888+8.3% |