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 | $122,943 | $117,983+4.2% | $101,794+20.8% | $142,382-13.7% |
| Participation rate | 46.7% | 74.2%-27.6pp | 69.2%-22.5pp | 80.1%-33.5pp |
| Annual return | 10.65% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,059 | $2,773-61.8% | $2,289-53.7% | $4,299-75.4% |
| Participant deferral / active EE | $2,003 | $4,714-57.5% | $4,084-51.0% | $6,507-69.2% |
| Admin fee / account holder | $1,551 | $10,433-85.1% | $8,777-82.3% | $12,624-87.7% |