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 | $154,607 | $93,571+65.2% | $135,903+13.8% | $75,163+105.7% |
| Participation rate | 61.7% | 75.2%-13.5pp | 81.9%-20.2pp | 67.2%-5.5pp |
| Annual return | 17.77% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,066 | $3,537-13.3% | $4,856-36.9% | $2,670+14.9% |
| Participant deferral / active EE | $20,209 | $6,404+215.6% | $7,758+160.5% | $4,125+389.9% |
| Admin fee / account holder | $7,652 | $6,975+9.7% | $10,762-28.9% | $5,651+35.4% |