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 | $144,715 | $109,881+31.7% | $150,045-3.6% | $84,808+70.6% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.8pp | 68.3%-8.8pp |
| Annual return | 14.25% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,897 | $3,561-18.6% | $4,693-38.3% | $2,631+10.1% |
| Participant deferral / active EE | $6,020 | $6,636-9.3% | $7,997-24.7% | $4,212+42.9% |
| Admin fee / account holder | $1,021 | $8,568-88.1% | $13,435-92.4% | $7,344-86.1% |