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 | $156,153 | $76,050+105.3% | $96,544+61.7% | $71,457+118.5% |
| Participation rate | 65.0% | 74.4%-9.4pp | 76.0%-10.9pp | 67.9%-2.9pp |
| Annual return | 16.35% | 22.81%-6.5pp | 25.84%-9.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,135 | $2,244+84.3% | $2,965+39.5% | $2,588+59.8% |
| Participant deferral / active EE | $5,944 | $4,215+41.0% | $4,851+22.5% | $4,289+38.6% |
| Admin fee / account holder | $3,538 | $2,707+30.7% | $8,252-57.1% | $1,587+122.9% |