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 | $160,158 | $86,944+84.2% | $107,525+48.9% | $74,304+115.5% |
| Participation rate | 55.8% | 59.6%-3.7pp | 75.1%-19.2pp | 60.3%-4.5pp |
| Annual return | 16.37% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,006 | $2,757-27.2% | $3,754-46.6% | $2,241-10.5% |
| Participant deferral / active EE | $7,855 | $3,554+121.0% | $5,116+53.6% | $3,767+108.5% |
| Admin fee / account holder | $5,092 | $3,727+36.6% | $8,919-42.9% | $2,969+71.5% |