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 | $154,247 | $85,766+79.8% | $136,294+13.2% | $70,131+119.9% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 15.28% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,142 | $2,966-27.8% | $4,695-54.4% | $2,342-8.5% |
| Participant deferral / active EE | $5,262 | $5,051+4.2% | $6,247-15.8% | $3,332+57.9% |
| Admin fee / account holder | $5,806 | $5,420+7.1% | $9,243-37.2% | $4,645+25.0% |