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 | $168,331 | $94,625+77.9% | $116,228+44.8% | $84,808+98.5% |
| Participation rate | 66.3% | 70.4%-4.1pp | 74.6%-8.2pp | 68.3%-2.0pp |
| Annual return | 18.73% | 20.40%-1.7pp | 90.06%-71.3pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,762 | $2,347-24.9% | $2,994-41.2% | $2,631-33.0% |
| Participant deferral / active EE | $3,985 | $3,972+0.3% | $4,953-19.5% | $4,212-5.4% |
| Admin fee / account holder | $28,603 | $10,091+183.4% | $11,989+138.6% | $7,344+289.5% |