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 | $121,343 | $138,347-12.3% | $184,203-34.1% | $80,856+50.1% |
| Participation rate | 62.0% | 83.9%-21.9pp | 86.8%-24.8pp | 67.6%-5.7pp |
| Annual return | 17.25% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,418 | $4,850-50.2% | $6,427-62.4% | $2,755-12.2% |
| Participant deferral / active EE | $5,682 | $7,071-19.6% | $9,131-37.8% | $4,296+32.3% |
| Admin fee / account holder | $7,672 | $10,483-26.8% | $13,901-44.8% | $6,918+10.9% |