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 | $121,191 | $86,332+40.4% | $125,175-3.2% | $65,185+85.9% |
| Participation rate | 41.9% | 75.3%-33.4pp | 79.8%-37.9pp | 70.2%-28.3pp |
| Annual return | 21.92% | 27.43%-5.5pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $936 | $2,040-54.1% | $3,865-75.8% | $2,177-57.0% |
| Participant deferral / active EE | $4,103 | $3,537+16.0% | $4,937-16.9% | $3,514+16.8% |
| Admin fee / account holder | $957 | $609+57.1% | $9,702-90.1% | $847+13.0% |