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 | $116,269 | $70,428+65.1% | $96,562+20.4% | $85,850+35.4% |
| Participation rate | 47.8% | 61.8%-14.0pp | 69.8%-22.0pp | 69.3%-21.5pp |
| Annual return | 15.75% | 18.59%-2.8pp | 37.78%-22.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,306 | $1,413-7.6% | $2,356-44.6% | $2,565-49.1% |
| Participant deferral / active EE | $3,063 | $2,894+5.8% | $3,849-20.4% | $3,952-22.5% |
| Admin fee / account holder | $2,166 | $4,997-56.6% | $6,181-65.0% | $6,260-65.4% |