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 | $129,814 | $163,101-20.4% | $136,749-5.1% | $142,382-8.8% |
| Participation rate | 53.8% | 78.2%-24.4pp | 72.1%-18.3pp | 80.1%-26.3pp |
| Annual return | 19.56% | 27.54%-8.0pp | 24.33%-4.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,412 | $4,117-41.4% | $3,400-29.1% | $4,299-43.9% |
| Participant deferral / active EE | $2,973 | $5,585-46.8% | $4,692-36.6% | $6,507-54.3% |
| Admin fee / account holder | $3,540 | $14,318-75.3% | $11,386-68.9% | $12,624-72.0% |