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 | $176,647 | $72,492+143.7% | $87,100+102.8% | $72,985+142.0% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.9%-11.0pp | 69.5%-3.6pp |
| Annual return | 25.12% | 24.46%+0.7pp | 28.19%-3.1pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,672 | $1,894+41.1% | $2,521+6.0% | $2,440+9.5% |
| Participant deferral / active EE | $4,111 | $3,270+25.7% | $4,049+1.5% | $3,607+14.0% |
| Admin fee / account holder | $1,211 | $5,055-76.0% | $7,497-83.8% | $5,124-76.4% |