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 | $174,708 | $81,460+114.5% | $103,333+69.1% | $80,856+116.1% |
| Participation rate | 52.8% | 66.8%-14.0pp | 74.5%-21.7pp | 67.6%-14.8pp |
| Annual return | 19.66% | 25.55%-5.9pp | 24.88%-5.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,928 | $3,105-37.9% | $3,868-50.2% | $2,755-30.0% |
| Participant deferral / active EE | $2,434 | $3,869-37.1% | $5,057-51.9% | $4,296-43.3% |
| Admin fee / account holder | $7,182 | $6,566+9.4% | $8,355-14.0% | $6,918+3.8% |