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 | $126,165 | $78,422+60.9% | $95,952+31.5% | $79,858+58.0% |
| Participation rate | 45.6% | 73.5%-27.9pp | 77.1%-31.5pp | 69.6%-24.0pp |
| Annual return | 20.61% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,454 | $1,945-25.2% | $2,541-42.8% | $2,471-41.1% |
| Participant deferral / active EE | $3,264 | $3,440-5.1% | $4,167-21.7% | $3,740-12.7% |
| Admin fee / account holder | $6,721 | $5,622+19.5% | $6,795-1.1% | $5,306+26.7% |