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 | $140,283 | $74,927+87.2% | $101,794+37.8% | $84,808+65.4% |
| Participation rate | 60.2% | 61.4%-1.2pp | 69.2%-9.0pp | 68.3%-8.1pp |
| Annual return | 14.52% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,859 | $1,522+22.2% | $2,289-18.8% | $2,631-29.3% |
| Participant deferral / active EE | $4,266 | $3,099+37.6% | $4,084+4.4% | $4,212+1.3% |
| Admin fee / account holder | $4,747 | $6,514-27.1% | $8,777-45.9% | $7,344-35.4% |