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 | $126,708 | $80,717+57.0% | $154,803-18.1% | $84,808+49.4% |
| Participation rate | 64.8% | 66.8%-2.0pp | 78.1%-13.3pp | 68.3%-3.5pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,968 | $2,761-28.7% | $4,305-54.3% | $2,631-25.2% |
| Participant deferral / active EE | $4,965 | $3,303+50.3% | $5,540-10.4% | $4,212+17.9% |
| Admin fee / account holder | $1,522 | $6,746-77.4% | $14,329-89.4% | $7,344-79.3% |