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 | $144,320 | $53,018+172.2% | $70,014+106.1% | $62,891+129.5% |
| Participation rate | 67.7% | 67.2%+0.5pp | 71.8%-4.1pp | 69.3%-1.6pp |
| Annual return | 4.63% | 13.35%-8.7pp | 12.99%-8.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,556 | $1,799-13.5% | $2,338-33.4% | $2,281-31.8% |
| Participant deferral / active EE | $6,036 | $2,395+152.0% | $2,931+106.0% | $3,203+88.5% |
| Admin fee / account holder | $12,640 | $3,690+242.6% | $4,380+188.6% | $4,296+194.3% |