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 | $121,399 | $181,894-33.3% | $156,549-22.5% | $273,961-55.7% |
| Participation rate | 36.4% | 88.4%-52.0pp | 84.0%-47.6pp | 83.0%-46.7pp |
| Annual return | 7.23% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,250 | $6,248-64.0% | $5,501-59.1% | $4,869-53.8% |
| Participant deferral / active EE | $5,059 | $5,550-8.8% | $4,871+3.9% | $5,287-4.3% |
| Admin fee / account holder | $499 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |