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 | $155,859 | $74,927+108.0% | $101,794+53.1% | $84,808+83.8% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.2%-5.9pp | 68.3%-5.0pp |
| Annual return | 15.46% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,887 | $1,522+89.7% | $2,289+26.1% | $2,631+9.7% |
| Participant deferral / active EE | $4,613 | $3,099+48.8% | $4,084+12.9% | $4,212+9.5% |
| Admin fee / account holder | $11,284 | $6,514+73.2% | $8,777+28.6% | $7,344+53.7% |