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 | $117,769 | $74,927+57.2% | $101,794+15.7% | $84,808+38.9% |
| Participation rate | 63.1% | 61.4%+1.7pp | 69.2%-6.1pp | 68.3%-5.2pp |
| Annual return | 18.04% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $978 | $1,522-35.7% | $2,289-57.3% | $2,631-62.8% |
| Participant deferral / active EE | $2,402 | $3,099-22.5% | $4,084-41.2% | $4,212-43.0% |
| Admin fee / account holder | $4,429 | $6,514-32.0% | $8,777-49.5% | $7,344-39.7% |