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 | $174,289 | $95,803+81.9% | $113,168+54.0% | $84,808+105.5% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 17.90% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,580 | $2,360-33.1% | $2,975-46.9% | $2,631-40.0% |
| Participant deferral / active EE | $3,670 | $4,242-13.5% | $5,107-28.1% | $4,212-12.9% |
| Admin fee / account holder | $3,681 | $8,989-59.0% | $12,068-69.5% | $7,344-49.9% |