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 | $144,715 | $109,413+32.3% | $156,263-7.4% | $84,808+70.6% |
| Participation rate | 64.7% | 72.7%-8.0pp | 78.9%-14.2pp | 68.3%-3.6pp |
| Annual return | 13.25% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,712 | $2,907-6.7% | $4,333-37.4% | $2,631+3.1% |
| Participant deferral / active EE | $8,304 | $4,590+80.9% | $6,158+34.8% | $4,212+97.2% |
| Admin fee / account holder | $11,964 | $9,357+27.9% | $14,255-16.1% | $7,344+62.9% |