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 | $179,956 | $78,422+129.5% | $95,952+87.5% | $79,858+125.3% |
| Participation rate | 35.3% | 73.5%-38.2pp | 77.1%-41.8pp | 69.6%-34.3pp |
| Annual return | 24.83% | 19.37%+5.5pp | 91.61%-66.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,187 | $1,945-39.0% | $2,541-53.3% | $2,471-51.9% |
| Participant deferral / active EE | $2,627 | $3,440-23.6% | $4,167-37.0% | $3,740-29.8% |
| Admin fee / account holder | $6,246 | $5,622+11.1% | $6,795-8.1% | $5,306+17.7% |