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 | $153,811 | $101,724+51.2% | $164,813-6.7% | $80,856+90.2% |
| Participation rate | 69.4% | 71.8%-2.5pp | 78.6%-9.2pp | 67.6%+1.7pp |
| Annual return | 15.20% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,913 | $2,953-35.2% | $4,341-55.9% | $2,755-30.6% |
| Participant deferral / active EE | $4,326 | $4,477-3.4% | $6,031-28.3% | $4,296+0.7% |
| Admin fee / account holder | $1,079 | $8,227-86.9% | $12,690-91.5% | $6,918-84.4% |