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 | $170,260 | $109,413+55.6% | $156,263+9.0% | $84,808+100.8% |
| Participation rate | 62.5% | 72.7%-10.2pp | 78.9%-16.4pp | 68.3%-5.8pp |
| Annual return | 17.45% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,040 | $2,907-29.8% | $4,333-52.9% | $2,631-22.5% |
| Participant deferral / active EE | $4,355 | $4,590-5.1% | $6,158-29.3% | $4,212+3.4% |
| Admin fee / account holder | $13,714 | $9,357+46.6% | $14,255-3.8% | $7,344+86.7% |