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 | $181,593 | $215,361-15.7% | $171,082+6.1% | $273,961-33.7% |
| Participation rate | 63.2% | 82.0%-18.9pp | 76.7%-13.5pp | 83.0%-19.9pp |
| Annual return | 7.87% | 25.14%-17.3pp | 32.56%-24.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,476 | $4,967-70.3% | $4,002-63.1% | $4,869-69.7% |
| Participant deferral / active EE | $7,540 | $5,543+36.0% | $4,797+57.2% | $5,287+42.6% |
| Admin fee / account holder | $2,565 | $10,846-76.4% | $8,520-69.9% | $10,132-74.7% |