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 | $152,138 | $74,927+103.0% | $101,794+49.5% | $84,808+79.4% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.2%-4.8pp | 68.3%-3.9pp |
| Annual return | 18.14% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $930 | $1,522-38.9% | $2,289-59.4% | $2,631-64.7% |
| Participant deferral / active EE | $2,979 | $3,099-3.9% | $4,084-27.1% | $4,212-29.3% |
| Admin fee / account holder | $9,370 | $6,514+43.8% | $8,777+6.8% | $7,344+27.6% |