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 | $145,883 | $87,013+67.7% | $106,213+37.3% | $80,856+80.4% |
| Participation rate | 69.1% | 70.4%-1.3pp | 75.3%-6.2pp | 67.6%+1.5pp |
| Annual return | 11.04% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,376 | $2,395-42.6% | $3,171-56.6% | $2,755-50.1% |
| Participant deferral / active EE | $3,322 | $3,986-16.7% | $5,016-33.8% | $4,296-22.7% |
| Admin fee / account holder | $3,443 | $8,431-59.2% | $11,033-68.8% | $6,918-50.2% |