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 | $146,316 | $74,927+95.3% | $101,794+43.7% | $84,808+72.5% |
| Participation rate | 57.5% | 61.4%-3.9pp | 69.2%-11.7pp | 68.3%-10.8pp |
| Annual return | 18.78% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,742 | $1,522+14.4% | $2,289-23.9% | $2,631-33.8% |
| Participant deferral / active EE | $4,026 | $3,099+29.9% | $4,084-1.4% | $4,212-4.4% |
| Admin fee / account holder | $2,194 | $6,514-66.3% | $8,777-75.0% | $7,344-70.1% |