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 | $154,425 | $49,227+213.7% | $70,449+119.2% | $79,858+93.4% |
| Participation rate | 61.2% | 69.2%-7.9pp | 75.1%-13.8pp | 69.6%-8.4pp |
| Annual return | 24.89% | 30.06%-5.2pp | 109.03%-84.1pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,236 | $2,099+6.5% | $2,737-18.3% | $2,471-9.5% |
| Participant deferral / active EE | $3,249 | $2,768+17.4% | $3,709-12.4% | $3,740-13.1% |
| Admin fee / account holder | $1,349 | $2,878-53.1% | $3,845-64.9% | $5,306-74.6% |