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 | $121,987 | $60,022+103.2% | $88,946+37.1% | $84,808+43.8% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 16.10% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,107 | $1,703+23.7% | $2,555-17.5% | $2,631-19.9% |
| Participant deferral / active EE | $4,258 | $3,114+36.7% | $4,581-7.1% | $4,212+1.1% |
| Admin fee / account holder | $11,130 | $4,811+131.3% | $8,261+34.7% | $7,344+51.6% |