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 | $146,374 | $74,927+95.4% | $101,794+43.8% | $84,808+72.6% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 17.74% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,789 | $1,522+17.5% | $2,289-21.8% | $2,631-32.0% |
| Participant deferral / active EE | $5,583 | $3,099+80.1% | $4,084+36.7% | $4,212+32.6% |
| Admin fee / account holder | $1,517 | $6,514-76.7% | $8,777-82.7% | $7,344-79.3% |