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 | $181,085 | $86,929+108.3% | $102,423+76.8% | $80,856+124.0% |
| Participation rate | 53.2% | 72.4%-19.2pp | 76.5%-23.3pp | 67.6%-14.5pp |
| Annual return | 29.91% | 18.88%+11.0pp | 29.32%+0.6pp | 35.59%-5.7pp |
| Employer contribution / active EE | $3,562 | $2,369+50.3% | $3,023+17.8% | $2,755+29.3% |
| Participant deferral / active EE | $7,666 | $4,118+86.1% | $5,053+51.7% | $4,296+78.5% |
| Admin fee / account holder | $1,746 | $8,049-78.3% | $9,451-81.5% | $6,918-74.8% |