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 | $148,651 | $89,753+65.6% | $107,525+38.2% | $84,808+75.3% |
| Participation rate | 59.0% | 68.1%-9.0pp | 75.1%-16.1pp | 68.3%-9.3pp |
| Annual return | 13.14% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,166 | $3,113-30.4% | $3,754-42.3% | $2,631-17.7% |
| Participant deferral / active EE | $3,372 | $4,056-16.9% | $5,116-34.1% | $4,212-19.9% |
| Admin fee / account holder | $8,585 | $7,222+18.9% | $8,919-3.7% | $7,344+16.9% |