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 | $144,163 | $132,049+9.2% | $200,582-28.1% | $74,304+94.0% |
| Participation rate | 54.5% | 84.1%-29.6pp | 86.9%-32.4pp | 60.3%-5.9pp |
| Annual return | 17.34% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,225 | $4,558-51.2% | $6,419-65.3% | $2,241-0.7% |
| Participant deferral / active EE | $4,786 | $7,213-33.6% | $9,331-48.7% | $3,767+27.0% |
| Admin fee / account holder | $5,192 | $2,405+115.9% | $16,305-68.2% | $2,969+74.9% |