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 | $169,809 | $109,413+55.2% | $156,263+8.7% | $84,808+100.2% |
| Participation rate | 57.9% | 72.7%-14.8pp | 78.9%-21.0pp | 68.3%-10.4pp |
| Annual return | 17.28% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,073 | $2,907-28.7% | $4,333-52.2% | $2,631-21.2% |
| Participant deferral / active EE | $7,129 | $4,590+55.3% | $6,158+15.8% | $4,212+69.3% |
| Admin fee / account holder | $2,060 | $9,357-78.0% | $14,255-85.6% | $7,344-72.0% |