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 | $184,066 | $81,460+126.0% | $103,333+78.1% | $80,856+127.6% |
| Participation rate | 67.5% | 66.8%+0.7pp | 74.5%-7.0pp | 67.6%-0.1pp |
| Annual return | 22.03% | 25.55%-3.5pp | 24.88%-2.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $2,002 | $3,105-35.5% | $3,868-48.2% | $2,755-27.3% |
| Participant deferral / active EE | $4,190 | $3,869+8.3% | $5,057-17.2% | $4,296-2.5% |
| Admin fee / account holder | $692 | $6,566-89.5% | $8,355-91.7% | $6,918-90.0% |