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 | $152,973 | $64,480+137.2% | $81,382+88.0% | $80,856+89.2% |
| Participation rate | 57.5% | 63.9%-6.4pp | 69.5%-12.0pp | 67.6%-10.2pp |
| Annual return | 10.44% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,581 | $1,978+30.5% | $2,463+4.8% | $2,755-6.3% |
| Participant deferral / active EE | $4,425 | $3,094+43.0% | $3,883+14.0% | $4,296+3.0% |
| Admin fee / account holder | $6,355 | $5,671+12.1% | $5,768+10.2% | $6,918-8.1% |