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 | $161,866 | $124,281+30.2% | $109,143+48.3% | $167,490-3.4% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 20.78% | 26.04%-5.3pp | 25.75%-5.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,100 | $4,207-73.9% | $3,722-70.4% | $4,837-77.3% |
| Participant deferral / active EE | $4,121 | $5,255-21.6% | $4,653-11.4% | $6,341-35.0% |
| Admin fee / account holder | $1,029 | $7,970-87.1% | $6,752-84.8% | $12,309-91.6% |