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 | $134,346 | $95,803+40.2% | $113,168+18.7% | $84,808+58.4% |
| Participation rate | 69.0% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.7pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,783 | $2,360-24.4% | $2,975-40.1% | $2,631-32.2% |
| Participant deferral / active EE | $4,583 | $4,242+8.0% | $5,107-10.3% | $4,212+8.8% |
| Admin fee / account holder | $3,646 | $8,989-59.4% | $12,068-69.8% | $7,344-50.4% |