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 3-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 | $139,212 | $86,929+60.1% | $102,423+35.9% | $80,856+72.2% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.9pp |
| Annual return | 15.42% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,042 | $2,369+28.4% | $3,023+0.6% | $2,755+10.4% |
| Participant deferral / active EE | $7,410 | $4,118+79.9% | $5,053+46.6% | $4,296+72.5% |
| Admin fee / account holder | $6,295 | $8,049-21.8% | $9,451-33.4% | $6,918-9.0% |