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 | $162,539 | $68,719+136.5% | $91,541+77.6% | $84,808+91.7% |
| Participation rate | 58.1% | 64.5%-6.4pp | 69.8%-11.7pp | 68.3%-10.2pp |
| Annual return | 29.90% | 19.12%+10.8pp | 20.50%+9.4pp | 40.90%-11.0pp |
| Employer contribution / active EE | $993 | $1,920-48.3% | $2,505-60.4% | $2,631-62.3% |
| Participant deferral / active EE | $5,600 | $3,136+78.6% | $4,008+39.7% | $4,212+33.0% |
| Admin fee / account holder | $1,172 | $5,786-79.8% | $6,956-83.2% | $7,344-84.0% |