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 | $124,233 | $74,927+65.8% | $101,794+22.0% | $84,808+46.5% |
| Participation rate | 64.2% | 61.4%+2.8pp | 69.2%-5.0pp | 68.3%-4.1pp |
| Annual return | 20.00% | 18.70%+1.3pp | 30.53%-10.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,338 | $1,522-12.1% | $2,289-41.5% | $2,631-49.1% |
| Participant deferral / active EE | $3,642 | $3,099+17.5% | $4,084-10.8% | $4,212-13.5% |
| Admin fee / account holder | $26,332 | $6,514+304.2% | $8,777+200.0% | $7,344+258.6% |