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 | $176,258 | $74,927+135.2% | $101,794+73.2% | $84,808+107.8% |
| Participation rate | 42.6% | 61.4%-18.8pp | 69.2%-26.6pp | 68.3%-25.7pp |
| Annual return | 14.45% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,260 | $1,522+48.5% | $2,289-1.3% | $2,631-14.1% |
| Participant deferral / active EE | $3,655 | $3,099+17.9% | $4,084-10.5% | $4,212-13.2% |
| Admin fee / account holder | $1,306 | $6,514-80.0% | $8,777-85.1% | $7,344-82.2% |