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 | $169,776 | $78,422+116.5% | $95,952+76.9% | $79,858+112.6% |
| Participation rate | 69.6% | 73.5%-3.9pp | 77.1%-7.5pp | 69.6%-0.1pp |
| Annual return | 12.64% | 19.37%-6.7pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,288 | $1,945+17.6% | $2,541-9.9% | $2,471-7.4% |
| Participant deferral / active EE | $5,300 | $3,440+54.1% | $4,167+27.2% | $3,740+41.7% |
| Admin fee / account holder | $2,835 | $5,622-49.6% | $6,795-58.3% | $5,306-46.6% |