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 | $135,388 | $80,717+67.7% | $154,803-12.5% | $84,808+59.6% |
| Participation rate | 65.7% | 66.8%-1.1pp | 78.1%-12.4pp | 68.3%-2.6pp |
| Annual return | 15.88% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,986 | $2,761+8.2% | $4,305-30.6% | $2,631+13.5% |
| Participant deferral / active EE | $2,599 | $3,303-21.3% | $5,540-53.1% | $4,212-38.3% |
| Admin fee / account holder | $5,452 | $6,746-19.2% | $14,329-62.0% | $7,344-25.8% |