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 | $151,706 | $127,065+19.4% | $113,168+34.1% | $142,382+6.5% |
| Participation rate | 64.7% | 79.2%-14.5pp | 76.6%-11.9pp | 80.1%-15.4pp |
| Annual return | 10.86% | 24.03%-13.2pp | 24.27%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,900 | $3,442-44.8% | $2,975-36.1% | $4,299-55.8% |
| Participant deferral / active EE | $3,092 | $5,716-45.9% | $5,107-39.4% | $6,507-52.5% |
| Admin fee / account holder | $106,855 | $15,736+579.1% | $12,068+785.5% | $12,624+746.5% |