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 | $172,102 | $91,552+88.0% | $133,956+28.5% | $79,858+115.5% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.9pp |
| Annual return | 12.35% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,443 | $2,384-39.5% | $3,919-63.2% | $2,471-41.6% |
| Participant deferral / active EE | $4,174 | $3,733+11.8% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $3,202 | $6,321-49.3% | $8,927-64.1% | $5,306-39.6% |