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 9-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 | $133,836 | $78,926+69.6% | $136,749-2.1% | $84,808+57.8% |
| Participation rate | 43.2% | 62.2%-18.9pp | 72.1%-28.9pp | 68.3%-25.1pp |
| Annual return | 17.55% | 18.17%-0.6pp | 24.33%-6.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,935 | $2,134-9.3% | $3,400-43.1% | $2,631-26.5% |
| Participant deferral / active EE | $5,582 | $3,168+76.2% | $4,692+19.0% | $4,212+32.5% |
| Admin fee / account holder | $1,078 | $6,369-83.1% | $11,386-90.5% | $7,344-85.3% |