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 | $179,393 | $78,926+127.3% | $136,749+31.2% | $84,808+111.5% |
| Participation rate | 65.8% | 62.2%+3.6pp | 72.1%-6.4pp | 68.3%-2.6pp |
| Annual return | 13.54% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,227 | $2,134-42.5% | $3,400-63.9% | $2,631-53.4% |
| Participant deferral / active EE | $4,907 | $3,168+54.9% | $4,692+4.6% | $4,212+16.5% |
| Admin fee / account holder | $11,227 | $6,369+76.3% | $11,386-1.4% | $7,344+52.9% |