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 | $167,362 | $74,927+123.4% | $101,794+64.4% | $84,808+97.3% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 12.97% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,137 | $1,522+106.1% | $2,289+37.0% | $2,631+19.2% |
| Participant deferral / active EE | $6,278 | $3,099+102.6% | $4,084+53.7% | $4,212+49.1% |
| Admin fee / account holder | $5,006 | $6,514-23.1% | $8,777-43.0% | $7,344-31.8% |