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 | $177,125 | $99,341+78.3% | $84,750+109.0% | $273,961-35.3% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 6.51% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,879 | $4,214-31.7% | $3,574-19.5% | $4,869-40.9% |
| Participant deferral / active EE | $6,419 | $4,269+50.4% | $3,712+72.9% | $5,287+21.4% |
| Admin fee / account holder | $20,387 | $6,644+206.8% | $5,332+282.3% | $10,132+101.2% |