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 | $181,223 | $79,449+128.1% | $189,557-4.4% | $85,850+111.1% |
| Participation rate | 65.0% | 66.0%-1.0pp | 78.4%-13.4pp | 69.3%-4.3pp |
| Annual return | 12.60% | 18.45%-5.8pp | 64.17%-51.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $744 | $2,081-64.3% | $4,412-83.1% | $2,565-71.0% |
| Participant deferral / active EE | $6,856 | $4,051+69.2% | $6,174+11.0% | $3,952+73.5% |
| Admin fee / account holder | $11,678 | $5,377+117.2% | $9,807+19.1% | $6,260+86.6% |