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 | $120,600 | $83,477+44.5% | $125,175-3.7% | $72,985+65.2% |
| Participation rate | 57.3% | 73.3%-16.0pp | 79.8%-22.5pp | 69.5%-12.2pp |
| Annual return | 20.58% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $689 | $2,345-70.6% | $3,865-82.2% | $2,440-71.8% |
| Participant deferral / active EE | $3,093 | $3,585-13.7% | $4,937-37.3% | $3,607-14.3% |
| Admin fee / account holder | $1,640 | $5,517-70.3% | $9,702-83.1% | $5,124-68.0% |