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 | $155,039 | $64,480+140.4% | $81,382+90.5% | $80,856+91.7% |
| Participation rate | 65.1% | 63.9%+1.2pp | 69.5%-4.4pp | 67.6%-2.5pp |
| Annual return | 13.96% | 16.34%-2.4pp | 24.73%-10.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,236 | $3,094+101.6% | $3,883+60.6% | $4,296+45.2% |
| Admin fee / account holder | $6,647 | $5,671+17.2% | $5,768+15.2% | $6,918-3.9% |