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 | $168,539 | $48,795+245.4% | $65,493+157.3% | $84,808+98.7% |
| Participation rate | 66.7% | 67.0%-0.3pp | 73.1%-6.4pp | 68.3%-1.6pp |
| Annual return | 14.64% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,269 | $1,930+17.6% | $2,574-11.9% | $2,631-13.8% |
| Participant deferral / active EE | $5,246 | $2,928+79.1% | $3,961+32.4% | $4,212+24.6% |
| Admin fee / account holder | $10,347 | $3,877+166.9% | $5,028+105.8% | $7,344+40.9% |