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 | $172,783 | $81,248+112.7% | $155,509+11.1% | $80,856+113.7% |
| Participation rate | 60.3% | 66.2%-5.9pp | 78.2%-17.9pp | 67.6%-7.3pp |
| Annual return | 15.34% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,732 | $3,100-11.9% | $4,672-41.5% | $2,755-0.8% |
| Participant deferral / active EE | $5,411 | $3,452+56.8% | $5,626-3.8% | $4,296+26.0% |
| Admin fee / account holder | $1,382 | $7,997-82.7% | $15,912-91.3% | $6,918-80.0% |