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 | $134,106 | $96,484+39.0% | $156,263-14.2% | $74,304+80.5% |
| Participation rate | 46.9% | 67.7%-20.7pp | 78.9%-32.0pp | 60.3%-13.4pp |
| Annual return | 23.42% | 17.73%+5.7pp | 59.47%-36.0pp | 29.43%-6.0pp |
| Employer contribution / active EE | $1,945 | $2,528-23.1% | $4,333-55.1% | $2,241-13.2% |
| Participant deferral / active EE | $4,395 | $4,286+2.5% | $6,158-28.6% | $3,767+16.7% |
| Admin fee / account holder | $13,105 | $3,728+251.6% | $14,255-8.1% | $2,969+341.4% |