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 | $156,748 | $101,724+54.1% | $164,813-4.9% | $80,856+93.9% |
| Participation rate | 65.0% | 71.8%-6.8pp | 78.6%-13.6pp | 67.6%-2.6pp |
| Annual return | 11.98% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,094 | $2,953-63.0% | $4,341-74.8% | $2,755-60.3% |
| Participant deferral / active EE | $3,323 | $4,477-25.8% | $6,031-44.9% | $4,296-22.7% |
| Admin fee / account holder | $4,294 | $8,227-47.8% | $12,690-66.2% | $6,918-37.9% |