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 8-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 | $176,907 | $80,673+119.3% | $101,326+74.6% | $84,808+108.6% |
| Participation rate | 64.0% | 77.8%-13.8pp | 81.5%-17.5pp | 68.3%-4.4pp |
| Annual return | 25.58% | 38.95%-13.4pp | 36.82%-11.2pp | 40.90%-15.3pp |
| Employer contribution / active EE | $3,926 | $2,698+45.5% | $3,665+7.1% | $2,631+49.2% |
| Participant deferral / active EE | $6,360 | $6,840-7.0% | $7,994-20.4% | $4,212+51.0% |
| Admin fee / account holder | $10,660 | $12,784-16.6% | $11,185-4.7% | $7,344+45.2% |