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 | $122,935 | $74,927+64.1% | $101,794+20.8% | $84,808+45.0% |
| Participation rate | 49.3% | 61.4%-12.1pp | 69.2%-19.9pp | 68.3%-19.0pp |
| Annual return | 15.42% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,651 | $1,522+8.5% | $2,289-27.9% | $2,631-37.2% |
| Participant deferral / active EE | $4,554 | $3,099+46.9% | $4,084+11.5% | $4,212+8.1% |
| Admin fee / account holder | $4,449 | $6,514-31.7% | $8,777-49.3% | $7,344-39.4% |