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 | $133,641 | $81,248+64.5% | $155,509-14.1% | $80,856+65.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 14.39% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $972 | $3,100-68.6% | $4,672-79.2% | $2,755-64.7% |
| Participant deferral / active EE | $3,483 | $3,452+0.9% | $5,626-38.1% | $4,296-18.9% |
| Admin fee / account holder | $2,021 | $7,997-74.7% | $15,912-87.3% | $6,918-70.8% |