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 | $124,975 | $87,013+43.6% | $106,213+17.7% | $80,856+54.6% |
| Participation rate | 55.9% | 70.4%-14.6pp | 75.3%-19.4pp | 67.6%-11.8pp |
| Annual return | 12.37% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,714 | $2,395-28.4% | $3,171-45.9% | $2,755-37.8% |
| Participant deferral / active EE | $3,308 | $3,986-17.0% | $5,016-34.0% | $4,296-23.0% |
| Admin fee / account holder | $14,752 | $8,431+75.0% | $11,033+33.7% | $6,918+113.2% |