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 | $147,459 | $53,516+175.5% | $126,539+16.5% | $84,808+73.9% |
| Participation rate | 66.2% | 58.2%+8.0pp | 69.8%-3.6pp | 68.3%-2.1pp |
| Annual return | 15.33% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,218 | $1,535+44.5% | $3,674-39.6% | $2,631-15.7% |
| Participant deferral / active EE | $5,165 | $2,671+93.4% | $4,083+26.5% | $4,212+22.6% |
| Admin fee / account holder | $4,720 | $4,497+5.0% | $6,065-22.2% | $7,344-35.7% |