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 | $124,374 | $74,927+66.0% | $101,794+22.2% | $84,808+46.7% |
| Participation rate | 65.9% | 61.4%+4.5pp | 69.2%-3.3pp | 68.3%-2.5pp |
| Annual return | 18.39% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,688 | $1,522+10.9% | $2,289-26.2% | $2,631-35.8% |
| Participant deferral / active EE | $3,951 | $3,099+27.5% | $4,084-3.3% | $4,212-6.2% |
| Admin fee / account holder | $1,012 | $6,514-84.5% | $8,777-88.5% | $7,344-86.2% |