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 | $139,991 | $74,927+86.8% | $101,794+37.5% | $84,808+65.1% |
| Participation rate | 55.7% | 61.4%-5.7pp | 69.2%-13.4pp | 68.3%-12.6pp |
| Annual return | 14.56% | 18.70%-4.1pp | 30.53%-16.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,361 | $1,522-10.6% | $2,289-40.5% | $2,631-48.3% |
| Participant deferral / active EE | $2,548 | $3,099-17.8% | $4,084-37.6% | $4,212-39.5% |
| Admin fee / account holder | $22,875 | $6,514+251.2% | $8,777+160.6% | $7,344+211.5% |