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 | $149,092 | $109,413+36.3% | $156,263-4.6% | $84,808+75.8% |
| Participation rate | 40.4% | 72.7%-32.3pp | 78.9%-38.6pp | 68.3%-28.0pp |
| Annual return | 14.77% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,857 | $2,907-36.1% | $4,333-57.2% | $2,631-29.4% |
| Participant deferral / active EE | $4,672 | $4,590+1.8% | $6,158-24.1% | $4,212+10.9% |
| Admin fee / account holder | $2,717 | $9,357-71.0% | $14,255-80.9% | $7,344-63.0% |