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 | $129,031 | $64,480+100.1% | $81,382+58.6% | $80,856+59.6% |
| Participation rate | 68.9% | 63.9%+5.0pp | 69.5%-0.6pp | 67.6%+1.3pp |
| Annual return | 12.48% | 16.34%-3.9pp | 24.73%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $989 | $1,978-50.0% | $2,463-59.9% | $2,755-64.1% |
| Participant deferral / active EE | $5,141 | $3,094+66.2% | $3,883+32.4% | $4,296+19.7% |
| Admin fee / account holder | $2,306 | $5,671-59.3% | $5,768-60.0% | $6,918-66.7% |