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 | $161,036 | $148,978+8.1% | $200,582-19.7% | $84,808+89.9% |
| Participation rate | 69.4% | 84.2%-14.8pp | 86.9%-17.4pp | 68.3%+1.1pp |
| Annual return | 15.04% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,537 | $4,815-5.8% | $6,419-29.3% | $2,631+72.5% |
| Participant deferral / active EE | $8,578 | $7,142+20.1% | $9,331-8.1% | $4,212+103.7% |
| Admin fee / account holder | $1,733 | $13,977-87.6% | $16,305-89.4% | $7,344-76.4% |