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 | $162,537 | $78,926+105.9% | $136,749+18.9% | $84,808+91.7% |
| Participation rate | 63.6% | 62.2%+1.5pp | 72.1%-8.5pp | 68.3%-4.7pp |
| Annual return | 15.89% | 18.17%-2.3pp | 24.33%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,172 | $2,134+48.6% | $3,400-6.7% | $2,631+20.5% |
| Participant deferral / active EE | $8,601 | $3,168+171.5% | $4,692+83.3% | $4,212+104.2% |
| Admin fee / account holder | $12,513 | $6,369+96.5% | $11,386+9.9% | $7,344+70.4% |