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 | $179,228 | $81,460+120.0% | $103,333+73.4% | $80,856+121.7% |
| Participation rate | 62.7% | 66.8%-4.1pp | 74.5%-11.8pp | 67.6%-4.9pp |
| Annual return | 13.79% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,440 | $3,105-21.4% | $3,868-36.9% | $2,755-11.4% |
| Participant deferral / active EE | $4,742 | $3,869+22.6% | $5,057-6.2% | $4,296+10.4% |
| Admin fee / account holder | $10,704 | $6,566+63.0% | $8,355+28.1% | $6,918+54.7% |