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 | $146,565 | $109,413+34.0% | $156,263-6.2% | $84,808+72.8% |
| Participation rate | 50.7% | 72.7%-21.9pp | 78.9%-28.2pp | 68.3%-17.6pp |
| Annual return | 30.46% | 20.18%+10.3pp | 59.47%-29.0pp | 40.90%-10.4pp |
| Employer contribution / active EE | $1,193 | $2,907-59.0% | $4,333-72.5% | $2,631-54.7% |
| Participant deferral / active EE | $3,409 | $4,590-25.7% | $6,158-44.6% | $4,212-19.0% |
| Admin fee / account holder | $2,989 | $9,357-68.1% | $14,255-79.0% | $7,344-59.3% |