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 | $163,547 | $53,777+204.1% | $134,143+21.9% | $79,858+104.8% |
| Participation rate | 39.1% | 58.8%-19.6pp | 72.2%-33.0pp | 69.6%-30.5pp |
| Annual return | 31.21% | 19.01%+12.2pp | 36.33%-5.1pp | 31.71%-0.5pp |
| Employer contribution / active EE | $1,777 | $1,321+34.5% | $3,704-52.0% | $2,471-28.1% |
| Participant deferral / active EE | $3,024 | $2,420+25.0% | $3,499-13.6% | $3,740-19.1% |
| Admin fee / account holder | $13,036 | $3,984+227.2% | $6,684+95.0% | $5,306+145.7% |