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 | $130,270 | $138,562-6.0% | $246,525-47.2% | $116,875+11.5% |
| Participation rate | 62.5% | 72.8%-10.3pp | 82.0%-19.5pp | 74.5%-12.0pp |
| Annual return | 14.21% | 16.14%-1.9pp | 0.46%+13.7pp | 16.29%-2.1pp |
| Employer contribution / active EE | $1,729 | $4,835-64.2% | $7,467-76.8% | $3,288-47.4% |
| Participant deferral / active EE | $3,385 | $4,207-19.5% | $5,422-37.6% | $3,885-12.9% |
| Admin fee / account holder | $7,761 | $18,110-57.1% | $16,551-53.1% | $12,263-36.7% |