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 | $159,098 | $72,492+119.5% | $87,100+82.7% | $72,985+118.0% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 23.21% | 24.46%-1.2pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,658 | $1,894+40.3% | $2,521+5.4% | $2,440+8.9% |
| Participant deferral / active EE | $5,338 | $3,270+63.3% | $4,049+31.8% | $3,607+48.0% |
| Admin fee / account holder | $4,113 | $5,055-18.6% | $7,497-45.1% | $5,124-19.7% |