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 | $140,001 | $88,707+57.8% | $74,183+88.7% | $273,961-48.9% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 11.74% | 11.94%-0.2pp | 17.74%-6.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,655 | $3,159-16.0% | $2,370+12.0% | $4,869-45.5% |
| Participant deferral / active EE | $4,157 | $4,212-1.3% | $3,550+17.1% | $5,287-21.4% |
| Admin fee / account holder | $586 | $8,717-93.3% | $5,586-89.5% | $10,132-94.2% |