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 | $133,097 | $83,477+59.4% | $125,175+6.3% | $72,985+82.4% |
| Participation rate | 36.4% | 73.3%-36.9pp | 79.8%-43.4pp | 69.5%-33.1pp |
| Annual return | 19.89% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $733 | $2,345-68.7% | $3,865-81.0% | $2,440-70.0% |
| Participant deferral / active EE | $2,432 | $3,585-32.2% | $4,937-50.7% | $3,607-32.6% |
| Admin fee / account holder | $1,022 | $5,517-81.5% | $9,702-89.5% | $5,124-80.1% |