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 | $112,127 | $109,413+2.5% | $156,263-28.2% | $84,808+32.2% |
| Participation rate | 50.9% | 72.7%-21.8pp | 78.9%-28.0pp | 68.3%-17.4pp |
| Annual return | 14.88% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,746 | $2,907-39.9% | $4,333-59.7% | $2,631-33.6% |
| Participant deferral / active EE | $3,211 | $4,590-30.0% | $6,158-47.9% | $4,212-23.8% |
| Admin fee / account holder | $19,575 | $9,357+109.2% | $14,255+37.3% | $7,344+166.6% |