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 | $124,617 | $95,803+30.1% | $113,168+10.1% | $84,808+46.9% |
| Participation rate | 56.5% | 72.9%-16.3pp | 76.6%-20.0pp | 68.3%-11.8pp |
| Annual return | 14.09% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,762 | $2,360-25.3% | $2,975-40.8% | $2,631-33.0% |
| Participant deferral / active EE | $3,362 | $4,242-20.7% | $5,107-34.2% | $4,212-20.2% |
| Admin fee / account holder | $1,302 | $8,989-85.5% | $12,068-89.2% | $7,344-82.3% |