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 | $164,741 | $94,625+74.1% | $116,228+41.7% | $84,808+94.3% |
| Participation rate | 68.6% | 70.4%-1.8pp | 74.6%-5.9pp | 68.3%+0.3pp |
| Annual return | 12.65% | 20.40%-7.8pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,473 | $2,347-37.2% | $2,994-50.8% | $2,631-44.0% |
| Participant deferral / active EE | $3,471 | $3,972-12.6% | $4,953-29.9% | $4,212-17.6% |
| Admin fee / account holder | $5,243 | $10,091-48.0% | $11,989-56.3% | $7,344-28.6% |