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 | $157,450 | $74,927+110.1% | $101,794+54.7% | $84,808+85.7% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 13.22% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $995 | $1,522-34.6% | $2,289-56.5% | $2,631-62.2% |
| Participant deferral / active EE | $2,978 | $3,099-3.9% | $4,084-27.1% | $4,212-29.3% |
| Admin fee / account holder | $7,776 | $6,514+19.4% | $8,777-11.4% | $7,344+5.9% |