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 | $174,604 | $101,724+71.6% | $164,813+5.9% | $80,856+115.9% |
| Participation rate | 56.8% | 71.8%-15.1pp | 78.6%-21.8pp | 67.6%-10.9pp |
| Annual return | 10.68% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,407 | $2,953-18.5% | $4,341-44.5% | $2,755-12.6% |
| Participant deferral / active EE | $5,403 | $4,477+20.7% | $6,031-10.4% | $4,296+25.8% |
| Admin fee / account holder | $22,745 | $8,227+176.5% | $12,690+79.2% | $6,918+228.8% |