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 | $181,232 | $109,881+64.9% | $150,045+20.8% | $84,808+113.7% |
| Participation rate | 65.9% | 76.1%-10.2pp | 82.3%-16.4pp | 68.3%-2.4pp |
| Annual return | 16.84% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,296 | $3,561+20.6% | $4,693-8.5% | $2,631+63.3% |
| Participant deferral / active EE | $6,971 | $6,636+5.0% | $7,997-12.8% | $4,212+65.5% |
| Admin fee / account holder | $3,343 | $8,568-61.0% | $13,435-75.1% | $7,344-54.5% |