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 | $237,153 | $68,719+245.1% | $91,541+159.1% | $84,808+179.6% |
| Participation rate | 68.9% | 64.5%+4.4pp | 69.8%-0.9pp | 68.3%+0.6pp |
| Annual return | 13.02% | 19.12%-6.1pp | 20.50%-7.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,735 | $1,920-9.6% | $2,505-30.7% | $2,631-34.1% |
| Participant deferral / active EE | $4,071 | $3,136+29.8% | $4,008+1.6% | $4,212-3.3% |
| Admin fee / account holder | $6,908 | $5,786+19.4% | $6,956-0.7% | $7,344-5.9% |