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 | $150,659 | $81,248+85.4% | $155,509-3.1% | $80,856+86.3% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.0pp | 67.6%-10.5pp |
| Annual return | 10.89% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,514 | $3,100+45.6% | $4,672-3.4% | $2,755+63.9% |
| Participant deferral / active EE | $2,548 | $3,452-26.2% | $5,626-54.7% | $4,296-40.7% |
| Admin fee / account holder | $107,776 | $7,997+1247.7% | $15,912+577.3% | $6,918+1457.9% |