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 | $157,350 | $74,927+110.0% | $101,794+54.6% | $84,808+85.5% |
| Participation rate | 51.0% | 61.4%-10.4pp | 69.2%-18.2pp | 68.3%-17.3pp |
| Annual return | 15.46% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,042 | $1,522-31.5% | $2,289-54.5% | $2,631-60.4% |
| Participant deferral / active EE | $3,232 | $3,099+4.3% | $4,084-20.9% | $4,212-23.3% |
| Admin fee / account holder | $5,927 | $6,514-9.0% | $8,777-32.5% | $7,344-19.3% |