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 | $127,548 | $48,046+165.5% | $84,611+50.7% | $72,985+74.8% |
| Participation rate | 59.6% | 57.6%+2.0pp | 68.2%-8.6pp | 69.5%-9.9pp |
| Annual return | 21.33% | 37.38%-16.1pp | 258.74%-237.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,388 | $1,602-13.4% | $2,652-47.7% | $2,440-43.1% |
| Participant deferral / active EE | $3,241 | $2,680+20.9% | $3,899-16.9% | $3,607-10.2% |
| Admin fee / account holder | $3,209 | $3,395-5.5% | $4,912-34.7% | $5,124-37.4% |