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 | $131,634 | $60,892+116.2% | $82,389+59.8% | $84,808+55.2% |
| Participation rate | 60.8% | 63.3%-2.5pp | 69.5%-8.8pp | 68.3%-7.5pp |
| Annual return | 16.22% | 37.29%-21.1pp | 28.67%-12.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $602 | $1,779-66.2% | $2,517-76.1% | $2,631-77.1% |
| Participant deferral / active EE | $3,358 | $3,179+5.6% | $4,155-19.2% | $4,212-20.3% |
| Admin fee / account holder | $3,110 | $5,467-43.1% | $7,231-57.0% | $7,344-57.6% |