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 | $158,199 | $74,927+111.1% | $101,794+55.4% | $84,808+86.5% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.2%-13.3pp | 68.3%-12.4pp |
| Annual return | 14.33% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,660 | $1,522+9.0% | $2,289-27.5% | $2,631-36.9% |
| Participant deferral / active EE | $2,937 | $3,099-5.2% | $4,084-28.1% | $4,212-30.3% |
| Admin fee / account holder | $12,835 | $6,514+97.0% | $8,777+46.2% | $7,344+74.8% |