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 | $126,325 | $94,625+33.5% | $116,228+8.7% | $84,808+49.0% |
| Participation rate | 64.4% | 70.4%-6.0pp | 74.6%-10.1pp | 68.3%-3.9pp |
| Annual return | 14.77% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,555 | $2,347-33.7% | $2,994-48.1% | $2,631-40.9% |
| Participant deferral / active EE | $4,445 | $3,972+11.9% | $4,953-10.3% | $4,212+5.5% |
| Admin fee / account holder | $10,250 | $10,091+1.6% | $11,989-14.5% | $7,344+39.6% |