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 | $121,528 | $68,914+76.3% | $136,749-11.1% | $74,304+63.6% |
| Participation rate | 29.9% | 51.3%-21.5pp | 72.1%-42.3pp | 60.3%-30.5pp |
| Annual return | 22.34% | 16.34%+6.0pp | 24.33%-2.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $905 | $1,561-42.1% | $3,400-73.4% | $2,241-59.6% |
| Participant deferral / active EE | $1,971 | $2,541-22.4% | $4,692-58.0% | $3,767-47.7% |
| Admin fee / account holder | $1,772 | $3,149-43.7% | $11,386-84.4% | $2,969-40.3% |