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 | $113,997 | $45,073+152.9% | $69,455+64.1% | $72,985+56.2% |
| Participation rate | 60.4% | 68.5%-8.1pp | 74.6%-14.2pp | 69.5%-9.1pp |
| Annual return | 24.26% | 22.65%+1.6pp | 28.97%-4.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,263 | $2,054+10.2% | $2,779-18.6% | $2,440-7.2% |
| Participant deferral / active EE | $3,382 | $2,602+30.0% | $3,535-4.3% | $3,607-6.3% |
| Admin fee / account holder | $514 | $3,056-83.2% | $3,839-86.6% | $5,124-90.0% |