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 | $243,531 | $68,719+254.4% | $91,541+166.0% | $84,808+187.2% |
| Participation rate | 57.5% | 64.5%-7.0pp | 69.8%-12.3pp | 68.3%-10.8pp |
| Annual return | 14.39% | 19.12%-4.7pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,206 | $1,920-37.2% | $2,505-51.9% | $2,631-54.2% |
| Participant deferral / active EE | $3,518 | $3,136+12.2% | $4,008-12.2% | $4,212-16.5% |
| Admin fee / account holder | $3,086 | $5,786-46.7% | $6,956-55.6% | $7,344-58.0% |