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 | $149,676 | $73,933+102.4% | $96,683+54.8% | $75,163+99.1% |
| Participation rate | 68.7% | 66.4%+2.2pp | 74.3%-5.7pp | 67.2%+1.5pp |
| Annual return | 22.09% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $4,679 | $2,928+59.8% | $3,737+25.2% | $2,670+75.3% |
| Participant deferral / active EE | $6,947 | $3,659+89.9% | $4,878+42.4% | $4,125+68.4% |
| Admin fee / account holder | $3,907 | $5,216-25.1% | $6,730-41.9% | $5,651-30.9% |