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 | $119,101 | $80,717+47.6% | $154,803-23.1% | $84,808+40.4% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 18.20% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,250 | $2,761-18.5% | $4,305-47.7% | $2,631-14.5% |
| Participant deferral / active EE | $3,028 | $3,303-8.3% | $5,540-45.4% | $4,212-28.1% |
| Admin fee / account holder | $995 | $6,746-85.2% | $14,329-93.1% | $7,344-86.4% |