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 | $243,270 | $81,460+198.6% | $103,333+135.4% | $80,856+200.9% |
| Participation rate | 69.7% | 66.8%+2.9pp | 74.5%-4.8pp | 67.6%+2.1pp |
| Annual return | 18.14% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,665 | $3,105-14.2% | $3,868-31.1% | $2,755-3.3% |
| Participant deferral / active EE | $7,120 | $3,869+84.1% | $5,057+40.8% | $4,296+65.8% |
| Admin fee / account holder | $4,660 | $6,566-29.0% | $8,355-44.2% | $6,918-32.6% |