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 | $146,410 | $109,413+33.8% | $156,263-6.3% | $84,808+72.6% |
| Participation rate | 63.9% | 72.7%-8.8pp | 78.9%-15.0pp | 68.3%-4.4pp |
| Annual return | 16.20% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,896 | $4,590-15.1% | $6,158-36.7% | $4,212-7.5% |
| Admin fee / account holder | $3,378 | $9,357-63.9% | $14,255-76.3% | $7,344-54.0% |