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 | $158,799 | $60,892+160.8% | $82,389+92.7% | $84,808+87.2% |
| Participation rate | 53.8% | 63.3%-9.4pp | 69.5%-15.7pp | 68.3%-14.5pp |
| Annual return | 14.75% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,980 | $1,779+67.5% | $2,517+18.4% | $2,631+13.3% |
| Participant deferral / active EE | $7,525 | $3,179+136.7% | $4,155+81.1% | $4,212+78.7% |
| Admin fee / account holder | $6,073 | $5,467+11.1% | $7,231-16.0% | $7,344-17.3% |