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 | $193,789 | $74,927+158.6% | $101,794+90.4% | $84,808+128.5% |
| Participation rate | 54.4% | 61.4%-7.0pp | 69.2%-14.8pp | 68.3%-13.9pp |
| Annual return | 19.89% | 18.70%+1.2pp | 30.53%-10.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,783 | $1,522+17.2% | $2,289-22.1% | $2,631-32.2% |
| Participant deferral / active EE | $5,305 | $3,099+71.2% | $4,084+29.9% | $4,212+26.0% |
| Admin fee / account holder | $8,127 | $6,514+24.8% | $8,777-7.4% | $7,344+10.7% |