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 | $127,432 | $117,983+8.0% | $101,794+25.2% | $142,382-10.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 11.92% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,749 | $2,773-36.9% | $2,289-23.6% | $4,299-59.3% |
| Participant deferral / active EE | $3,640 | $4,714-22.8% | $4,084-10.9% | $6,507-44.1% |
| Admin fee / account holder | $4,390 | $10,433-57.9% | $8,777-50.0% | $12,624-65.2% |