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 | $178,126 | $81,248+119.2% | $155,509+14.5% | $80,856+120.3% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.6%-15.9pp |
| Annual return | 21.23% | 33.31%-12.1pp | 64.67%-43.4pp | 35.59%-14.4pp |
| Employer contribution / active EE | $3,315 | $3,100+6.9% | $4,672-29.0% | $2,755+20.4% |
| Participant deferral / active EE | $5,823 | $3,452+68.7% | $5,626+3.5% | $4,296+35.5% |
| Admin fee / account holder | $13,316 | $7,997+66.5% | $15,912-16.3% | $6,918+92.5% |