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 | $127,130 | $109,881+15.7% | $150,045-15.3% | $84,808+49.9% |
| Participation rate | 48.3% | 76.1%-27.8pp | 82.3%-34.0pp | 68.3%-20.0pp |
| Annual return | 15.50% | 28.25%-12.7pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,326 | $3,561-62.8% | $4,693-71.8% | $2,631-49.6% |
| Participant deferral / active EE | $6,641 | $6,636+0.1% | $7,997-17.0% | $4,212+57.7% |
| Admin fee / account holder | $5,276 | $8,568-38.4% | $13,435-60.7% | $7,344-28.2% |