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 | $164,433 | $81,460+101.9% | $103,333+59.1% | $80,856+103.4% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 24.10% | 25.55%-1.4pp | 24.88%-0.8pp | 35.59%-11.5pp |
| Employer contribution / active EE | $2,550 | $3,105-17.9% | $3,868-34.1% | $2,755-7.4% |
| Participant deferral / active EE | $7,270 | $3,869+87.9% | $5,057+43.7% | $4,296+69.2% |
| Admin fee / account holder | $1,572 | $6,566-76.1% | $8,355-81.2% | $6,918-77.3% |