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 | $177,378 | $87,870+101.9% | $113,168+56.7% | $74,304+138.7% |
| Participation rate | 37.8% | 70.7%-33.0pp | 76.6%-38.8pp | 60.3%-22.6pp |
| Annual return | 13.47% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,955 | $2,277-14.2% | $2,975-34.3% | $2,241-12.8% |
| Participant deferral / active EE | $3,829 | $4,241-9.7% | $5,107-25.0% | $3,767+1.6% |
| Admin fee / account holder | $8,392 | $3,368+149.2% | $12,068-30.5% | $2,969+182.7% |