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 | $136,350 | $88,707+53.7% | $74,183+83.8% | $273,961-50.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 8.61% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,119 | $3,159-64.6% | $2,370-52.8% | $4,869-77.0% |
| Participant deferral / active EE | $4,270 | $4,212+1.4% | $3,550+20.3% | $5,287-19.2% |
| Admin fee / account holder | $5,479 | $8,717-37.1% | $5,586-1.9% | $10,132-45.9% |