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 | $124,497 | $148,978-16.4% | $200,582-37.9% | $84,808+46.8% |
| Participation rate | 67.6% | 84.2%-16.7pp | 86.9%-19.3pp | 68.3%-0.7pp |
| Annual return | 14.66% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,054 | $4,815-57.3% | $6,419-68.0% | $2,631-21.9% |
| Participant deferral / active EE | $4,675 | $7,142-34.5% | $9,331-49.9% | $4,212+11.0% |
| Admin fee / account holder | $9,039 | $13,977-35.3% | $16,305-44.6% | $7,344+23.1% |