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 | $177,167 | $109,413+61.9% | $156,263+13.4% | $84,808+108.9% |
| Participation rate | 69.1% | 72.7%-3.6pp | 78.9%-9.8pp | 68.3%+0.8pp |
| Annual return | 15.50% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,024 | $2,907-64.8% | $4,333-76.4% | $2,631-61.1% |
| Participant deferral / active EE | $7,817 | $4,590+70.3% | $6,158+26.9% | $4,212+85.6% |
| Admin fee / account holder | $1,968 | $9,357-79.0% | $14,255-86.2% | $7,344-73.2% |