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 | $128,530 | $88,707+44.9% | $74,183+73.3% | $273,961-53.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.85% | 11.94%-7.1pp | 17.74%-12.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,640 | $3,159-48.1% | $2,370-30.8% | $4,869-66.3% |
| Participant deferral / active EE | $3,426 | $4,212-18.6% | $3,550-3.5% | $5,287-35.2% |
| Admin fee / account holder | $2,497 | $8,717-71.4% | $5,586-55.3% | $10,132-75.4% |