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 | $243,275 | $74,927+224.7% | $101,794+139.0% | $84,808+186.9% |
| Participation rate | 62.2% | 61.4%+0.8pp | 69.2%-7.0pp | 68.3%-6.1pp |
| Annual return | 17.51% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $400 | $1,522-73.7% | $2,289-82.5% | $2,631-84.8% |
| Participant deferral / active EE | $3,567 | $3,099+15.1% | $4,084-12.7% | $4,212-15.3% |
| Admin fee / account holder | $6,548 | $6,514+0.5% | $8,777-25.4% | $7,344-10.8% |