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 | $167,866 | $27,827+503.3% | $65,255+157.2% | $71,457+134.9% |
| Participation rate | 55.6% | 57.6%-2.1pp | 65.0%-9.4pp | 67.9%-12.4pp |
| Annual return | 22.11% | 41.58%-19.5pp | 47.35%-25.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $2,476 | $1,405+76.3% | $1,691+46.4% | $2,588-4.3% |
| Participant deferral / active EE | $4,613 | $1,861+147.9% | $2,831+63.0% | $4,289+7.6% |
| Admin fee / account holder | $12,047 | $3,850+212.9% | $4,112+193.0% | $1,587+658.9% |