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 | $171,254 | $83,477+105.2% | $125,175+36.8% | $72,985+134.6% |
| Participation rate | 56.8% | 73.3%-16.6pp | 79.8%-23.0pp | 69.5%-12.7pp |
| Annual return | 25.53% | 25.78%-0.2pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,012 | $2,345-14.2% | $3,865-48.0% | $2,440-17.5% |
| Participant deferral / active EE | $4,596 | $3,585+28.2% | $4,937-6.9% | $3,607+27.4% |
| Admin fee / account holder | $487 | $5,517-91.2% | $9,702-95.0% | $5,124-90.5% |