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 | $178,657 | $101,724+75.6% | $164,813+8.4% | $80,856+121.0% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 14.06% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,796 | $2,953-39.2% | $4,341-58.6% | $2,755-34.8% |
| Participant deferral / active EE | $5,053 | $4,477+12.9% | $6,031-16.2% | $4,296+17.6% |
| Admin fee / account holder | $3,431 | $8,227-58.3% | $12,690-73.0% | $6,918-50.4% |