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 | $184,988 | $83,477+121.6% | $125,175+47.8% | $72,985+153.5% |
| Participation rate | 69.8% | 73.3%-3.5pp | 79.8%-9.9pp | 69.5%+0.4pp |
| Annual return | 22.94% | 25.78%-2.8pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,248 | $2,345-4.2% | $3,865-41.9% | $2,440-7.9% |
| Participant deferral / active EE | $4,768 | $3,585+33.0% | $4,937-3.4% | $3,607+32.2% |
| Admin fee / account holder | $1,949 | $5,517-64.7% | $9,702-79.9% | $5,124-62.0% |