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 | $147,736 | $210,408-29.8% | $153,485-3.7% | $145,922+1.2% |
| Participation rate | 53.3% | 82.1%-28.8pp | 77.1%-23.7pp | 80.3%-26.9pp |
| Annual return | 20.30% | 13.37%+6.9pp | 15.65%+4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,969 | $6,048-67.4% | $5,039-60.9% | $4,660-57.7% |
| Participant deferral / active EE | $3,703 | $7,975-53.6% | $6,757-45.2% | $6,688-44.6% |
| Admin fee / account holder | $4,571 | $19,419-76.5% | $12,724-64.1% | $13,397-65.9% |