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 | $178,586 | $73,933+141.6% | $96,683+84.7% | $75,163+137.6% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 41.63% | 26.70%+14.9pp | 35.69%+5.9pp | 160.62%-119.0pp |
| Employer contribution / active EE | $3,345 | $2,928+14.2% | $3,737-10.5% | $2,670+25.3% |
| Participant deferral / active EE | $4,152 | $3,659+13.5% | $4,878-14.9% | $4,125+0.7% |
| Admin fee / account holder | $33,849 | $5,216+548.9% | $6,730+403.0% | $5,651+499.0% |