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 | $119,202 | $78,926+51.0% | $136,749-12.8% | $84,808+40.6% |
| Participation rate | 69.1% | 62.2%+7.0pp | 72.1%-3.0pp | 68.3%+0.8pp |
| Annual return | 16.60% | 18.17%-1.6pp | 24.33%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,067 | $2,134-3.1% | $3,400-39.2% | $2,631-21.4% |
| Participant deferral / active EE | $4,399 | $3,168+38.8% | $4,692-6.2% | $4,212+4.5% |
| Admin fee / account holder | $6,510 | $6,369+2.2% | $11,386-42.8% | $7,344-11.4% |