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 | $142,145 | $74,927+89.7% | $101,794+39.6% | $84,808+67.6% |
| Participation rate | 64.1% | 61.4%+2.7pp | 69.2%-5.1pp | 68.3%-4.2pp |
| Annual return | 14.23% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,035 | $1,522-32.0% | $2,289-54.8% | $2,631-60.7% |
| Participant deferral / active EE | $3,618 | $3,099+16.7% | $4,084-11.4% | $4,212-14.1% |
| Admin fee / account holder | $2,978 | $6,514-54.3% | $8,777-66.1% | $7,344-59.4% |