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 | $188,249 | $80,968+132.5% | $96,544+95.0% | $75,163+150.5% |
| Participation rate | 69.1% | 71.8%-2.7pp | 76.0%-6.9pp | 67.2%+1.9pp |
| Annual return | 21.58% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,703 | $2,282-25.4% | $2,965-42.6% | $2,670-36.2% |
| Participant deferral / active EE | $2,976 | $3,928-24.2% | $4,851-38.7% | $4,125-27.9% |
| Admin fee / account holder | $4,221 | $6,724-37.2% | $8,252-48.8% | $5,651-25.3% |