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 | $159,026 | $59,097+169.1% | $82,389+93.0% | $74,304+114.0% |
| Participation rate | 52.0% | 52.8%-0.8pp | 69.5%-17.6pp | 60.3%-8.4pp |
| Annual return | 13.74% | 22.85%-9.1pp | 28.67%-14.9pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,836 | $1,601+77.1% | $2,517+12.7% | $2,241+26.5% |
| Participant deferral / active EE | $4,967 | $2,775+78.9% | $4,155+19.5% | $3,767+31.8% |
| Admin fee / account holder | $9,806 | $4,489+118.4% | $7,231+35.6% | $2,969+230.3% |