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 | $129,386 | $80,968+59.8% | $96,544+34.0% | $75,163+72.1% |
| Participation rate | 48.5% | 71.8%-23.3pp | 76.0%-27.5pp | 67.2%-18.7pp |
| Annual return | 14.40% | 27.06%-12.7pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,355 | $2,282-40.6% | $2,965-54.3% | $2,670-49.3% |
| Participant deferral / active EE | $3,376 | $3,928-14.0% | $4,851-30.4% | $4,125-18.1% |
| Admin fee / account holder | $342 | $6,724-94.9% | $8,252-95.9% | $5,651-93.9% |