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 | $191,227 | $101,724+88.0% | $164,813+16.0% | $80,856+136.5% |
| Participation rate | 32.1% | 71.8%-39.7pp | 78.6%-46.5pp | 67.6%-35.5pp |
| Annual return | 14.22% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,558 | $2,953-47.3% | $4,341-64.1% | $2,755-43.5% |
| Participant deferral / active EE | $4,720 | $4,477+5.4% | $6,031-21.8% | $4,296+9.9% |
| Admin fee / account holder | $3,178 | $8,227-61.4% | $12,690-75.0% | $6,918-54.1% |