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 | $169,457 | $48,076+252.5% | $78,689+115.3% | $62,891+169.4% |
| Participation rate | 68.9% | 65.2%+3.7pp | 73.6%-4.7pp | 69.3%-0.4pp |
| Annual return | 7.35% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,797 | $2,015+88.4% | $2,851+33.2% | $2,281+66.5% |
| Participant deferral / active EE | $8,410 | $2,588+225.0% | $3,517+139.1% | $3,203+162.6% |
| Admin fee / account holder | $37,800 | $3,207+1078.5% | $4,510+738.1% | $4,296+780.0% |