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 | $162,749 | $54,705+197.5% | $71,209+128.6% | $84,808+91.9% |
| Participation rate | 62.9% | 64.1%-1.2pp | 73.8%-10.9pp | 68.3%-5.5pp |
| Annual return | 17.56% | 35.90%-18.3pp | 282.51%-265.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,133 | $2,158+45.2% | $2,721+15.1% | $2,631+19.1% |
| Participant deferral / active EE | $1,739 | $3,030-42.6% | $4,175-58.3% | $4,212-58.7% |
| Admin fee / account holder | $8,590 | $4,863+76.6% | $5,349+60.6% | $7,344+17.0% |