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 | $182,223 | $64,480+182.6% | $81,382+123.9% | $80,856+125.4% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.5%-0.3pp | 67.6%+1.6pp |
| Annual return | 18.60% | 16.34%+2.3pp | 24.73%-6.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,705 | $1,978-13.8% | $2,463-30.8% | $2,755-38.1% |
| Participant deferral / active EE | $3,969 | $3,094+28.3% | $3,883+2.2% | $4,296-7.6% |
| Admin fee / account holder | $4,089 | $5,671-27.9% | $5,768-29.1% | $6,918-40.9% |