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 | $125,283 | $87,013+44.0% | $106,213+18.0% | $80,856+54.9% |
| Participation rate | 27.1% | 70.4%-43.4pp | 75.3%-48.2pp | 67.6%-40.6pp |
| Annual return | 12.39% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,056 | $2,395-55.9% | $3,171-66.7% | $2,755-61.7% |
| Participant deferral / active EE | $2,300 | $3,986-42.3% | $5,016-54.1% | $4,296-46.5% |
| Admin fee / account holder | $384 | $8,431-95.4% | $11,033-96.5% | $6,918-94.4% |