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 | $134,803 | $68,914+95.6% | $136,749-1.4% | $74,304+81.4% |
| Participation rate | 32.5% | 51.3%-18.9pp | 72.1%-39.7pp | 60.3%-27.9pp |
| Annual return | 15.86% | 16.34%-0.5pp | 24.33%-8.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,408 | $1,561-9.8% | $3,400-58.6% | $2,241-37.2% |
| Participant deferral / active EE | $2,622 | $2,541+3.2% | $4,692-44.1% | $3,767-30.4% |
| Admin fee / account holder | $6,071 | $3,149+92.8% | $11,386-46.7% | $2,969+104.5% |