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 | $173,584 | $87,870+97.5% | $113,168+53.4% | $74,304+133.6% |
| Participation rate | 69.2% | 70.7%-1.6pp | 76.6%-7.4pp | 60.3%+8.8pp |
| Annual return | 14.67% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $4,424 | $2,277+94.3% | $2,975+48.7% | $2,241+97.4% |
| Participant deferral / active EE | $6,384 | $4,241+50.5% | $5,107+25.0% | $3,767+69.4% |
| Admin fee / account holder | $21,911 | $3,368+550.5% | $12,068+81.6% | $2,969+638.0% |