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 | $120,808 | $86,929+39.0% | $102,423+17.9% | $80,856+49.4% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.6%-3.2pp |
| Annual return | 13.28% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,799 | $2,369-24.1% | $3,023-40.5% | $2,755-34.7% |
| Participant deferral / active EE | $4,224 | $4,118+2.6% | $5,053-16.4% | $4,296-1.7% |
| Admin fee / account holder | $1,764 | $8,049-78.1% | $9,451-81.3% | $6,918-74.5% |