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 | $175,943 | $74,927+134.8% | $101,794+72.8% | $84,808+107.5% |
| Participation rate | 68.6% | 61.4%+7.2pp | 69.2%-0.6pp | 68.3%+0.3pp |
| Annual return | 14.96% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,101 | $1,522+38.1% | $2,289-8.2% | $2,631-20.1% |
| Participant deferral / active EE | $4,045 | $3,099+30.5% | $4,084-1.0% | $4,212-4.0% |
| Admin fee / account holder | $11,632 | $6,514+78.6% | $8,777+32.5% | $7,344+58.4% |