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 | $118,639 | $74,927+58.3% | $101,794+16.5% | $84,808+39.9% |
| Participation rate | 63.0% | 61.4%+1.6pp | 69.2%-6.2pp | 68.3%-5.3pp |
| Annual return | 15.40% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,406 | $1,522-7.6% | $2,289-38.6% | $2,631-46.6% |
| Participant deferral / active EE | $2,969 | $3,099-4.2% | $4,084-27.3% | $4,212-29.5% |
| Admin fee / account holder | $3,326 | $6,514-48.9% | $8,777-62.1% | $7,344-54.7% |