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 | $191,613 | $81,460+135.2% | $103,333+85.4% | $80,856+137.0% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 16.53% | 25.55%-9.0pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,182 | $3,105+2.5% | $3,868-17.7% | $2,755+15.5% |
| Participant deferral / active EE | $9,097 | $3,869+135.1% | $5,057+79.9% | $4,296+111.8% |
| Admin fee / account holder | $8,809 | $6,566+34.2% | $8,355+5.4% | $6,918+27.3% |