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 | $214,248 | $101,724+110.6% | $164,813+30.0% | $80,856+165.0% |
| Participation rate | 69.8% | 71.8%-2.1pp | 78.6%-8.8pp | 67.6%+2.1pp |
| Annual return | 13.92% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,151 | $4,477-29.6% | $6,031-47.8% | $4,296-26.7% |
| Admin fee / account holder | $8,128 | $8,227-1.2% | $12,690-35.9% | $6,918+17.5% |