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 | $110,674 | $68,914+60.6% | $136,749-19.1% | $74,304+48.9% |
| Participation rate | 60.2% | 51.3%+8.8pp | 72.1%-12.0pp | 60.3%-0.2pp |
| Annual return | 15.44% | 16.34%-0.9pp | 24.33%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,901 | $1,561+21.8% | $3,400-44.1% | $2,241-15.2% |
| Participant deferral / active EE | $3,921 | $2,541+54.3% | $4,692-16.4% | $3,767+4.1% |
| Admin fee / account holder | $5,895 | $3,149+87.2% | $11,386-48.2% | $2,969+98.5% |