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 | $144,960 | $74,927+93.5% | $101,794+42.4% | $84,808+70.9% |
| Participation rate | 34.1% | 61.4%-27.3pp | 69.2%-35.0pp | 68.3%-34.2pp |
| Annual return | 18.99% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,278 | $1,522-16.0% | $2,289-44.2% | $2,631-51.4% |
| Participant deferral / active EE | $3,439 | $3,099+11.0% | $4,084-15.8% | $4,212-18.3% |
| Admin fee / account holder | $3,842 | $6,514-41.0% | $8,777-56.2% | $7,344-47.7% |