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 | $177,149 | $64,480+174.7% | $81,382+117.7% | $80,856+119.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.5%-2.8pp | 67.6%-1.0pp |
| Annual return | 25.12% | 16.34%+8.8pp | 24.73%+0.4pp | 35.59%-10.5pp |
| Employer contribution / active EE | $3,145 | $1,978+59.0% | $2,463+27.7% | $2,755+14.2% |
| Participant deferral / active EE | $7,298 | $3,094+135.9% | $3,883+87.9% | $4,296+69.9% |
| Admin fee / account holder | $5,089 | $5,671-10.3% | $5,768-11.8% | $6,918-26.4% |