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 | $162,184 | $95,803+69.3% | $113,168+43.3% | $84,808+91.2% |
| Participation rate | 67.0% | 72.9%-5.9pp | 76.6%-9.6pp | 68.3%-1.3pp |
| Annual return | 14.36% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,873 | $2,360+21.7% | $2,975-3.4% | $2,631+9.2% |
| Participant deferral / active EE | $5,599 | $4,242+32.0% | $5,107+9.6% | $4,212+32.9% |
| Admin fee / account holder | $1,937 | $8,989-78.4% | $12,068-83.9% | $7,344-73.6% |