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 | $168,479 | $109,413+54.0% | $156,263+7.8% | $84,808+98.7% |
| Participation rate | 59.2% | 72.7%-13.5pp | 78.9%-19.7pp | 68.3%-9.1pp |
| Annual return | 20.67% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,657 | $2,907-43.0% | $4,333-61.8% | $2,631-37.0% |
| Participant deferral / active EE | $10,401 | $4,590+126.6% | $6,158+68.9% | $4,212+147.0% |
| Admin fee / account holder | $9,239 | $9,357-1.3% | $14,255-35.2% | $7,344+25.8% |