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 | $159,908 | $78,926+102.6% | $136,749+16.9% | $84,808+88.6% |
| Participation rate | 62.5% | 62.2%+0.3pp | 72.1%-9.6pp | 68.3%-5.8pp |
| Annual return | 19.60% | 18.17%+1.4pp | 24.33%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,384 | $2,134+11.7% | $3,400-29.9% | $2,631-9.4% |
| Participant deferral / active EE | $6,917 | $3,168+118.3% | $4,692+47.4% | $4,212+64.2% |
| Admin fee / account holder | $883 | $6,369-86.1% | $11,386-92.2% | $7,344-88.0% |