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 | $180,110 | $86,944+107.2% | $107,525+67.5% | $74,304+142.4% |
| Participation rate | 62.8% | 59.6%+3.3pp | 75.1%-12.2pp | 60.3%+2.5pp |
| Annual return | 13.74% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,649 | $2,757-3.9% | $3,754-29.4% | $2,241+18.2% |
| Participant deferral / active EE | $3,561 | $3,554+0.2% | $5,116-30.4% | $3,767-5.5% |
| Admin fee / account holder | $15,483 | $3,727+315.5% | $8,919+73.6% | $2,969+421.5% |