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 | $151,267 | $101,724+48.7% | $164,813-8.2% | $80,856+87.1% |
| Participation rate | 62.8% | 71.8%-9.0pp | 78.6%-15.8pp | 67.6%-4.8pp |
| Annual return | 15.35% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,080 | $2,953-29.6% | $4,341-52.1% | $2,755-24.5% |
| Participant deferral / active EE | $3,945 | $4,477-11.9% | $6,031-34.6% | $4,296-8.2% |
| Admin fee / account holder | $20,685 | $8,227+151.4% | $12,690+63.0% | $6,918+199.0% |