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 | $134,749 | $109,413+23.2% | $156,263-13.8% | $84,808+58.9% |
| Participation rate | 65.3% | 72.7%-7.4pp | 78.9%-13.6pp | 68.3%-3.0pp |
| Annual return | 14.35% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $820 | $2,907-71.8% | $4,333-81.1% | $2,631-68.8% |
| Participant deferral / active EE | $6,135 | $4,590+33.7% | $6,158-0.4% | $4,212+45.7% |
| Admin fee / account holder | $8,737 | $9,357-6.6% | $14,255-38.7% | $7,344+19.0% |