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 | $181,305 | $66,402+173.0% | $109,895+65.0% | $85,850+111.2% |
| Participation rate | 69.1% | 63.9%+5.3pp | 74.2%-5.1pp | 69.3%-0.2pp |
| Annual return | 12.40% | 19.59%-7.2pp | 29.45%-17.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,271 | $1,687-24.6% | $2,842-55.3% | $2,565-50.4% |
| Participant deferral / active EE | $4,555 | $2,842+60.3% | $4,048+12.5% | $3,952+15.3% |
| Admin fee / account holder | $5,226 | $4,557+14.7% | $6,066-13.8% | $6,260-16.5% |