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 | $151,765 | $109,413+38.7% | $156,263-2.9% | $84,808+79.0% |
| Participation rate | 64.5% | 72.7%-8.2pp | 78.9%-14.4pp | 68.3%-3.8pp |
| Annual return | 18.35% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,101 | $2,907-27.7% | $4,333-51.5% | $2,631-20.1% |
| Participant deferral / active EE | $5,106 | $4,590+11.2% | $6,158-17.1% | $4,212+21.2% |
| Admin fee / account holder | $2,315 | $9,357-75.3% | $14,255-83.8% | $7,344-68.5% |