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 | $126,417 | $64,480+96.1% | $81,382+55.3% | $80,856+56.3% |
| Participation rate | 54.2% | 63.9%-9.6pp | 69.5%-15.2pp | 67.6%-13.4pp |
| Annual return | 14.45% | 16.34%-1.9pp | 24.73%-10.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,085 | $1,978-45.1% | $2,463-55.9% | $2,755-60.6% |
| Participant deferral / active EE | $3,914 | $3,094+26.5% | $3,883+0.8% | $4,296-8.9% |
| Admin fee / account holder | $53,159 | $5,671+837.4% | $5,768+821.5% | $6,918+668.4% |