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 | $125,896 | $78,422+60.5% | $95,952+31.2% | $79,858+57.7% |
| Participation rate | 30.8% | 73.5%-42.7pp | 77.1%-46.3pp | 69.6%-38.9pp |
| Annual return | 13.47% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,671 | $1,945-14.1% | $2,541-34.2% | $2,471-32.4% |
| Participant deferral / active EE | $3,683 | $3,440+7.1% | $4,167-11.6% | $3,740-1.5% |
| Admin fee / account holder | $181,516 | $5,622+3128.6% | $6,795+2571.2% | $5,306+3320.8% |