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 | $139,982 | $72,012+94.4% | $185,823-24.7% | $79,858+75.3% |
| Participation rate | 69.2% | 65.8%+3.5pp | 78.0%-8.8pp | 69.6%-0.4pp |
| Annual return | 14.07% | 23.12%-9.1pp | 35.95%-21.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $461 | $1,965-76.5% | $4,087-88.7% | $2,471-81.3% |
| Participant deferral / active EE | $4,315 | $3,779+14.2% | $5,632-23.4% | $3,740+15.4% |
| Admin fee / account holder | $3,475 | $4,513-23.0% | $9,500-63.4% | $5,306-34.5% |