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 | $158,672 | $81,474+94.8% | $133,956+18.5% | $73,488+115.9% |
| Participation rate | 65.3% | 76.4%-11.0pp | 79.8%-14.5pp | 70.7%-5.4pp |
| Annual return | 30.07% | 19.40%+10.7pp | 45.09%-15.0pp | 28.51%+1.6pp |
| Employer contribution / active EE | $2,219 | $2,209+0.4% | $3,919-43.4% | $2,270-2.3% |
| Participant deferral / active EE | $4,872 | $3,786+28.7% | $5,048-3.5% | $3,740+30.3% |
| Admin fee / account holder | $11,377 | $713+1495.4% | $8,927+27.4% | $513+2117.4% |