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 | $186,970 | $94,625+97.6% | $116,228+60.9% | $84,808+120.5% |
| Participation rate | 56.0% | 70.4%-14.4pp | 74.6%-18.6pp | 68.3%-12.3pp |
| Annual return | 18.88% | 20.40%-1.5pp | 90.06%-71.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $7,008 | $2,347+198.6% | $2,994+134.0% | $2,631+166.4% |
| Participant deferral / active EE | $6,628 | $3,972+66.9% | $4,953+33.8% | $4,212+57.4% |
| Admin fee / account holder | $11,923 | $10,091+18.2% | $11,989-0.5% | $7,344+62.4% |