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 | $131,402 | $148,978-11.8% | $200,582-34.5% | $84,808+54.9% |
| Participation rate | 59.7% | 84.2%-24.5pp | 86.9%-27.1pp | 68.3%-8.6pp |
| Annual return | 18.69% | 28.16%-9.5pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,374 | $4,815-50.7% | $6,419-63.0% | $2,631-9.8% |
| Participant deferral / active EE | $5,546 | $7,142-22.3% | $9,331-40.6% | $4,212+31.7% |
| Admin fee / account holder | $8,627 | $13,977-38.3% | $16,305-47.1% | $7,344+17.5% |