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 | $122,492 | $109,881+11.5% | $150,045-18.4% | $84,808+44.4% |
| Participation rate | 65.9% | 76.1%-10.2pp | 82.3%-16.5pp | 68.3%-2.5pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,384 | $3,561-61.1% | $4,693-70.5% | $2,631-47.4% |
| Participant deferral / active EE | $5,404 | $6,636-18.6% | $7,997-32.4% | $4,212+28.3% |
| Admin fee / account holder | $2,902 | $8,568-66.1% | $13,435-78.4% | $7,344-60.5% |