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 | $102,047 | $148,978-31.5% | $200,582-49.1% | $84,808+20.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 86.9%-26.9pp | 68.3%-8.3pp |
| Annual return | 13.74% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,359 | $4,815-51.0% | $6,419-63.2% | $2,631-10.3% |
| Participant deferral / active EE | $3,738 | $7,142-47.7% | $9,331-59.9% | $4,212-11.2% |
| Admin fee / account holder | $23,021 | $13,977+64.7% | $16,305+41.2% | $7,344+213.5% |