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 | $121,535 | $71,050+71.1% | $93,606+29.8% | $80,856+50.3% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.6pp | 67.6%-16.5pp |
| Annual return | 16.08% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,479 | $1,564-5.4% | $2,420-38.9% | $2,755-46.3% |
| Participant deferral / active EE | $2,745 | $4,034-32.0% | $4,411-37.8% | $4,296-36.1% |
| Admin fee / account holder | $4,070 | $6,945-41.4% | $8,285-50.9% | $6,918-41.2% |