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 | $125,611 | $71,883+74.7% | $86,677+44.9% | $68,494+83.4% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.3pp |
| Annual return | 9.87% | 3.52%+6.3pp | 35.91%-26.0pp | -7.84%+17.7pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,836-73.2% | $2,596-70.8% |
| Participant deferral / active EE | $2,704 | $3,779-28.4% | $4,656-41.9% | $4,027-32.9% |
| Admin fee / account holder | $833 | $6,112-86.4% | $7,493-88.9% | $5,403-84.6% |