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 | $165,381 | $80,724+104.9% | $103,333+60.0% | $74,495+122.0% |
| Participation rate | 69.4% | 65.7%+3.8pp | 74.5%-5.1pp | 67.2%+2.2pp |
| Annual return | 12.61% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,405 | $3,157-23.8% | $3,868-37.8% | $2,623-8.3% |
| Participant deferral / active EE | $4,748 | $3,860+23.0% | $5,057-6.1% | $4,346+9.2% |
| Admin fee / account holder | $11,550 | $2,368+387.7% | $8,355+38.2% | $1,942+494.8% |