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 | $155,125 | $86,929+78.4% | $102,423+51.5% | $80,856+91.9% |
| Participation rate | 62.4% | 72.4%-10.0pp | 76.5%-14.1pp | 67.6%-5.3pp |
| Annual return | 15.98% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,724 | $2,369+15.0% | $3,023-9.9% | $2,755-1.1% |
| Participant deferral / active EE | $5,314 | $4,118+29.0% | $5,053+5.2% | $4,296+23.7% |
| Admin fee / account holder | $3,646 | $8,049-54.7% | $9,451-61.4% | $6,918-47.3% |