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 | $123,134 | $138,562-11.1% | $246,525-50.1% | $116,875+5.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 82.0%-22.0pp | 74.5%-14.5pp |
| Annual return | 16.36% | 16.14%+0.2pp | 0.46%+15.9pp | 16.29%+0.1pp |
| Employer contribution / active EE | $1,692 | $4,835-65.0% | $7,467-77.3% | $3,288-48.5% |
| Participant deferral / active EE | $3,371 | $4,207-19.9% | $5,422-37.8% | $3,885-13.2% |
| Admin fee / account holder | $1,397 | $18,110-92.3% | $16,551-91.6% | $12,263-88.6% |