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 | $123,452 | $88,707+39.2% | $74,183+66.4% | $273,961-54.9% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | 6.39% | 11.94%-5.6pp | 17.74%-11.3pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,487 | $3,159-21.3% | $2,370+4.9% | $4,869-48.9% |
| Participant deferral / active EE | $3,335 | $4,212-20.8% | $3,550-6.1% | $5,287-36.9% |
| Admin fee / account holder | $3,256 | $8,717-62.6% | $5,586-41.7% | $10,132-67.9% |