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 | $150,385 | $100,326+49.9% | $180,183-16.5% | $84,808+77.3% |
| Participation rate | 35.6% | 71.0%-35.4pp | 77.4%-41.9pp | 68.3%-32.8pp |
| Annual return | 15.71% | 17.86%-2.1pp | 27.86%-12.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,583 | $3,269-51.6% | $5,039-68.6% | $2,631-39.8% |
| Participant deferral / active EE | $2,856 | $5,066-43.6% | $6,822-58.1% | $4,212-32.2% |
| Admin fee / account holder | $3,571 | $9,674-63.1% | $19,975-82.1% | $7,344-51.4% |