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 | $171,512 | $80,724+112.5% | $103,333+66.0% | $74,495+130.2% |
| Participation rate | 66.1% | 65.7%+0.4pp | 74.5%-8.5pp | 67.2%-1.1pp |
| Annual return | 14.94% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,907 | $3,157-7.9% | $3,868-24.8% | $2,623+10.8% |
| Participant deferral / active EE | $7,293 | $3,860+88.9% | $5,057+44.2% | $4,346+67.8% |
| Admin fee / account holder | $15,461 | $2,368+552.9% | $8,355+85.1% | $1,942+696.3% |