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 | $143,007 | $59,839+139.0% | $81,983+74.4% | $79,858+79.1% |
| Participation rate | 62.7% | 61.6%+1.1pp | 69.2%-6.5pp | 69.6%-6.9pp |
| Annual return | 13.07% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,241 | $1,713+30.8% | $2,498-10.3% | $2,471-9.3% |
| Participant deferral / active EE | $3,569 | $2,695+32.4% | $3,722-4.1% | $3,740-4.6% |
| Admin fee / account holder | $5,686 | $4,287+32.6% | $5,664+0.4% | $5,306+7.2% |