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 | $151,643 | $80,717+87.9% | $154,803-2.0% | $84,808+78.8% |
| Participation rate | 66.0% | 66.8%-0.8pp | 78.1%-12.0pp | 68.3%-2.3pp |
| Annual return | 16.61% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,214 | $2,761-19.8% | $4,305-48.6% | $2,631-15.9% |
| Participant deferral / active EE | $6,288 | $3,303+90.4% | $5,540+13.5% | $4,212+49.3% |
| Admin fee / account holder | $4,356 | $6,746-35.4% | $14,329-69.6% | $7,344-40.7% |