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 | $175,535 | $64,839+170.7% | $95,585+83.6% | $84,808+107.0% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.3%-1.6pp |
| Annual return | 13.53% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,078 | $1,759+18.1% | $2,527-17.8% | $2,631-21.0% |
| Participant deferral / active EE | $2,085 | $2,965-29.7% | $4,023-48.2% | $4,212-50.5% |
| Admin fee / account holder | $1,078 | $5,964-81.9% | $6,127-82.4% | $7,344-85.3% |