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 | $141,523 | $109,413+29.3% | $156,263-9.4% | $84,808+66.9% |
| Participation rate | 62.3% | 72.7%-10.4pp | 78.9%-16.6pp | 68.3%-6.0pp |
| Annual return | 14.66% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,564 | $2,907-46.2% | $4,333-63.9% | $2,631-40.6% |
| Participant deferral / active EE | $6,587 | $4,590+43.5% | $6,158+7.0% | $4,212+56.4% |
| Admin fee / account holder | $11,309 | $9,357+20.9% | $14,255-20.7% | $7,344+54.0% |