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 | $177,460 | $91,552+93.8% | $133,956+32.5% | $79,858+122.2% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.3pp |
| Annual return | 17.46% | 61.85%-44.4pp | 45.09%-27.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,588 | $2,384+8.6% | $3,919-33.9% | $2,471+4.8% |
| Participant deferral / active EE | $4,681 | $3,733+25.4% | $5,048-7.3% | $3,740+25.2% |
| Admin fee / account holder | $6,587 | $6,321+4.2% | $8,927-26.2% | $5,306+24.1% |