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 | $189,359 | $109,881+72.3% | $150,045+26.2% | $84,808+123.3% |
| Participation rate | 64.0% | 76.1%-12.0pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 14.29% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,176 | $3,561-38.9% | $4,693-53.6% | $2,631-17.3% |
| Participant deferral / active EE | $8,911 | $6,636+34.3% | $7,997+11.4% | $4,212+111.6% |
| Admin fee / account holder | $11,014 | $8,568+28.5% | $13,435-18.0% | $7,344+50.0% |