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 | $232,551 | $74,927+210.4% | $101,794+128.5% | $84,808+174.2% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.2%-10.9pp | 68.3%-10.0pp |
| Annual return | 18.42% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,094 | $1,522+37.6% | $2,289-8.5% | $2,631-20.4% |
| Participant deferral / active EE | $4,708 | $3,099+51.9% | $4,084+15.3% | $4,212+11.8% |
| Admin fee / account holder | $1,571 | $6,514-75.9% | $8,777-82.1% | $7,344-78.6% |