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 | $188,136 | $95,803+96.4% | $113,168+66.2% | $84,808+121.8% |
| Participation rate | 56.7% | 72.9%-16.2pp | 76.6%-19.9pp | 68.3%-11.6pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,040 | $2,360-55.9% | $2,975-65.1% | $2,631-60.5% |
| Participant deferral / active EE | $2,226 | $4,242-47.5% | $5,107-56.4% | $4,212-47.2% |
| Admin fee / account holder | $5,825 | $8,989-35.2% | $12,068-51.7% | $7,344-20.7% |