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 | $142,923 | $132,239+8.1% | $105,722+35.2% | $273,961-47.8% |
| Participation rate | 45.8% | 83.2%-37.4pp | 78.9%-33.1pp | 83.0%-37.2pp |
| Annual return | 3.01% | 10.07%-7.1pp | 12.25%-9.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,750 | $4,867-64.1% | $4,079-57.1% | $4,869-64.1% |
| Participant deferral / active EE | $5,906 | $6,233-5.2% | $5,326+10.9% | $5,287+11.7% |
| Admin fee / account holder | $766 | $12,032-93.6% | $8,308-90.8% | $10,132-92.4% |