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 | $155,582 | $87,733+77.3% | $106,548+46.0% | $85,850+81.2% |
| Participation rate | 65.4% | 71.9%-6.5pp | 76.1%-10.7pp | 69.3%-3.9pp |
| Annual return | 13.54% | 21.86%-8.3pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,250 | $2,073+8.5% | $2,819-20.2% | $2,565-12.3% |
| Participant deferral / active EE | $4,590 | $3,469+32.3% | $4,398+4.4% | $3,952+16.1% |
| Admin fee / account holder | $8,818 | $6,767+30.3% | $7,407+19.0% | $6,260+40.9% |