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 | $116,933 | $74,927+56.1% | $101,794+14.9% | $84,808+37.9% |
| Participation rate | 43.4% | 61.4%-18.0pp | 69.2%-25.8pp | 68.3%-24.9pp |
| Annual return | 17.89% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,261 | $1,522-17.1% | $2,289-44.9% | $2,631-52.1% |
| Participant deferral / active EE | $3,288 | $3,099+6.1% | $4,084-19.5% | $4,212-21.9% |
| Admin fee / account holder | $2,949 | $6,514-54.7% | $8,777-66.4% | $7,344-59.8% |