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 | $152,015 | $74,927+102.9% | $101,794+49.3% | $84,808+79.2% |
| Participation rate | 65.8% | 61.4%+4.4pp | 69.2%-3.4pp | 68.3%-2.5pp |
| Annual return | 15.83% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $557 | $1,522-63.4% | $2,289-75.7% | $2,631-78.8% |
| Participant deferral / active EE | $3,773 | $3,099+21.7% | $4,084-7.6% | $4,212-10.4% |
| Admin fee / account holder | $3,656 | $6,514-43.9% | $8,777-58.3% | $7,344-50.2% |