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 | $128,229 | $100,326+27.8% | $180,183-28.8% | $84,808+51.2% |
| Participation rate | 57.3% | 71.0%-13.7pp | 77.4%-20.1pp | 68.3%-11.0pp |
| Annual return | 16.24% | 17.86%-1.6pp | 27.86%-11.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,445 | $3,269-55.8% | $5,039-71.3% | $2,631-45.1% |
| Participant deferral / active EE | $3,518 | $5,066-30.6% | $6,822-48.4% | $4,212-16.5% |
| Admin fee / account holder | $6,192 | $9,674-36.0% | $19,975-69.0% | $7,344-15.7% |