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 | $155,992 | $91,552+70.4% | $133,956+16.5% | $79,858+95.3% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 24.17% | 61.85%-37.7pp | 45.09%-20.9pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,329 | $2,384-44.2% | $3,919-66.1% | $2,471-46.2% |
| Participant deferral / active EE | $4,173 | $3,733+11.8% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $1,324 | $6,321-79.1% | $8,927-85.2% | $5,306-75.1% |