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 | $151,004 | $93,071+62.2% | $74,583+102.5% | $273,961-44.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.71% | 26.18%-19.5pp | 20.47%-13.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,975 | $3,160-37.5% | $2,525-21.8% | $4,869-59.4% |
| Participant deferral / active EE | $5,821 | $4,160+39.9% | $3,458+68.3% | $5,287+10.1% |
| Admin fee / account holder | $987 | $5,272-81.3% | $4,138-76.1% | $10,132-90.3% |