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 | $136,731 | $72,277+89.2% | $101,248+35.0% | $79,858+71.2% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 23.99% | 22.30%+1.7pp | 46.47%-22.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,081 | $2,692-22.7% | $3,660-43.1% | $2,471-15.8% |
| Participant deferral / active EE | $4,358 | $3,282+32.8% | $4,370-0.3% | $3,740+16.5% |
| Admin fee / account holder | $5,532 | $4,400+25.7% | $5,945-7.0% | $5,306+4.3% |