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 | $174,497 | $76,050+129.4% | $96,544+80.7% | $71,457+144.2% |
| Participation rate | 69.8% | 74.4%-4.6pp | 76.0%-6.1pp | 67.9%+1.9pp |
| Annual return | 18.73% | 22.81%-4.1pp | 25.84%-7.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,347 | $2,244-40.0% | $2,965-54.6% | $2,588-47.9% |
| Participant deferral / active EE | $5,413 | $4,215+28.4% | $4,851+11.6% | $4,289+26.2% |
| Admin fee / account holder | $13,069 | $2,707+382.8% | $8,252+58.4% | $1,587+723.3% |