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 | $203,418 | $78,926+157.7% | $136,749+48.8% | $84,808+139.9% |
| Participation rate | 67.1% | 62.2%+4.9pp | 72.1%-5.1pp | 68.3%-1.2pp |
| Annual return | 17.09% | 18.17%-1.1pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,022 | $2,134+88.5% | $3,400+18.3% | $2,631+52.9% |
| Participant deferral / active EE | $5,737 | $3,168+81.1% | $4,692+22.3% | $4,212+36.2% |
| Admin fee / account holder | $5,683 | $6,369-10.8% | $11,386-50.1% | $7,344-22.6% |