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 | $114,251 | $39,122+192.0% | $57,179+99.8% | $62,891+81.7% |
| Participation rate | 62.8% | 70.5%-7.7pp | 75.3%-12.6pp | 69.3%-6.5pp |
| Annual return | 7.30% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,172 | $1,874+15.9% | $2,682-19.0% | $2,281-4.8% |
| Participant deferral / active EE | $3,969 | $2,374+67.2% | $3,096+28.2% | $3,203+23.9% |
| Admin fee / account holder | $13,044 | $2,592+403.2% | $3,139+315.5% | $4,296+203.7% |