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 | $152,861 | $109,413+39.7% | $156,263-2.2% | $84,808+80.2% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 18.06% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,234 | $2,907-23.2% | $4,333-48.4% | $2,631-15.1% |
| Participant deferral / active EE | $3,356 | $4,590-26.9% | $6,158-45.5% | $4,212-20.3% |
| Admin fee / account holder | $4,683 | $9,357-49.9% | $14,255-67.1% | $7,344-36.2% |