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 | $158,846 | $78,672+101.9% | $109,143+45.5% | $85,850+85.0% |
| Participation rate | 65.7% | 68.3%-2.6pp | 75.9%-10.2pp | 69.3%-3.6pp |
| Annual return | 14.49% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,324 | $2,735-51.6% | $3,722-64.4% | $2,565-48.4% |
| Participant deferral / active EE | $3,030 | $3,467-12.6% | $4,653-34.9% | $3,952-23.3% |
| Admin fee / account holder | $1,244 | $5,469-77.3% | $6,752-81.6% | $6,260-80.1% |