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 | $130,081 | $96,484+34.8% | $156,263-16.8% | $74,304+75.1% |
| Participation rate | 46.3% | 67.7%-21.4pp | 78.9%-32.6pp | 60.3%-14.1pp |
| Annual return | 15.20% | 17.73%-2.5pp | 59.47%-44.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,501 | $2,528-40.6% | $4,333-65.3% | $2,241-33.0% |
| Participant deferral / active EE | $2,887 | $4,286-32.6% | $6,158-53.1% | $3,767-23.4% |
| Admin fee / account holder | $12,745 | $3,728+241.9% | $14,255-10.6% | $2,969+329.3% |