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 | $146,719 | $80,717+81.8% | $154,803-5.2% | $84,808+73.0% |
| Participation rate | 35.2% | 66.8%-31.6pp | 78.1%-42.9pp | 68.3%-33.1pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,028 | $2,761-62.8% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $3,025 | $3,303-8.4% | $5,540-45.4% | $4,212-28.2% |
| Admin fee / account holder | $11,873 | $6,746+76.0% | $14,329-17.1% | $7,344+61.7% |