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 | $120,958 | $59,839+102.1% | $81,983+47.5% | $79,858+51.5% |
| Participation rate | 67.9% | 61.6%+6.2pp | 69.2%-1.4pp | 69.6%-1.8pp |
| Annual return | 13.18% | 17.56%-4.4pp | 41.31%-28.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,223 | $1,713-28.6% | $2,498-51.1% | $2,471-50.5% |
| Participant deferral / active EE | $3,248 | $2,695+20.5% | $3,722-12.7% | $3,740-13.2% |
| Admin fee / account holder | $1,815 | $4,287-57.7% | $5,664-68.0% | $5,306-65.8% |