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 | $164,101 | $63,346+159.1% | $92,233+77.9% | $70,131+134.0% |
| Participation rate | 61.1% | 68.7%-7.6pp | 76.5%-15.4pp | 69.5%-8.4pp |
| Annual return | 19.38% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,448 | $2,471-0.9% | $3,679-33.5% | $2,342+4.5% |
| Participant deferral / active EE | $4,123 | $2,854+44.5% | $3,897+5.8% | $3,332+23.7% |
| Admin fee / account holder | $3,329 | $3,840-13.3% | $5,194-35.9% | $4,645-28.3% |