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 | $151,046 | $64,480+134.3% | $81,382+85.6% | $80,856+86.8% |
| Participation rate | 69.6% | 63.9%+5.7pp | 69.5%+0.1pp | 67.6%+1.9pp |
| Annual return | 12.78% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,109 | $1,978-44.0% | $2,463-55.0% | $2,755-59.8% |
| Participant deferral / active EE | $3,117 | $3,094+0.7% | $3,883-19.7% | $4,296-27.5% |
| Admin fee / account holder | $3,008 | $5,671-47.0% | $5,768-47.9% | $6,918-56.5% |