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 | $81,661 | $53,777+51.9% | $134,143-39.1% | $79,858+2.3% |
| Participation rate | 42.4% | 58.8%-16.4pp | 72.2%-29.8pp | 69.6%-27.3pp |
| Annual return | 14.49% | 19.01%-4.5pp | 36.33%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,122 | $1,321-15.1% | $3,704-69.7% | $2,471-54.6% |
| Participant deferral / active EE | $2,257 | $2,420-6.8% | $3,499-35.5% | $3,740-39.7% |
| Admin fee / account holder | $7,795 | $3,984+95.7% | $6,684+16.6% | $5,306+46.9% |