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 | $179,257 | $63,114+184.0% | $92,893+93.0% | $65,185+175.0% |
| Participation rate | 56.3% | 68.8%-12.5pp | 76.0%-19.8pp | 70.2%-13.9pp |
| Annual return | 20.50% | 28.75%-8.3pp | 109.41%-88.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,830 | $2,571-28.8% | $3,653-49.9% | $2,177-15.9% |
| Participant deferral / active EE | $3,914 | $3,108+25.9% | $4,236-7.6% | $3,514+11.4% |
| Admin fee / account holder | $10,413 | $624+1569.8% | $5,794+79.7% | $847+1129.2% |