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 | $184,820 | $72,277+155.7% | $101,248+82.5% | $79,858+131.4% |
| Participation rate | 55.8% | 68.5%-12.6pp | 75.8%-20.0pp | 69.6%-13.8pp |
| Annual return | 16.73% | 22.30%-5.6pp | 46.47%-29.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,918 | $2,692-28.7% | $3,660-47.6% | $2,471-22.4% |
| Participant deferral / active EE | $4,295 | $3,282+30.9% | $4,370-1.7% | $3,740+14.8% |
| Admin fee / account holder | $4,665 | $4,400+6.0% | $5,945-21.5% | $5,306-12.1% |