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 | $177,936 | $84,233+111.2% | $170,442+4.4% | $70,131+153.7% |
| Participation rate | 65.9% | 70.8%-4.9pp | 83.6%-17.7pp | 69.5%-3.6pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $5,697 | $3,387+68.2% | $5,433+4.9% | $2,342+143.2% |
| Participant deferral / active EE | $1,867 | $3,086-39.5% | $4,939-62.2% | $3,332-44.0% |
| Admin fee / account holder | $5,442 | $5,698-4.5% | $13,880-60.8% | $4,645+17.1% |