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 | $152,113 | $81,248+87.2% | $155,509-2.2% | $80,856+88.1% |
| Participation rate | 63.5% | 66.2%-2.7pp | 78.2%-14.7pp | 67.6%-4.1pp |
| Annual return | 16.66% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $875 | $3,100-71.8% | $4,672-81.3% | $2,755-68.2% |
| Participant deferral / active EE | $3,937 | $3,452+14.1% | $5,626-30.0% | $4,296-8.3% |
| Admin fee / account holder | $3,074 | $7,997-61.6% | $15,912-80.7% | $6,918-55.6% |