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 | $181,798 | $95,803+89.8% | $113,168+60.6% | $84,808+114.4% |
| Participation rate | 63.4% | 72.9%-9.4pp | 76.6%-13.2pp | 68.3%-4.9pp |
| Annual return | 16.55% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $787 | $2,360-66.6% | $2,975-73.5% | $2,631-70.1% |
| Participant deferral / active EE | $4,031 | $4,242-5.0% | $5,107-21.1% | $4,212-4.3% |
| Admin fee / account holder | $6,011 | $8,989-33.1% | $12,068-50.2% | $7,344-18.2% |