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 | $179,154 | $56,317+218.1% | $71,209+151.6% | $74,304+141.1% |
| Participation rate | 48.3% | 55.1%-6.8pp | 73.8%-25.4pp | 60.3%-12.0pp |
| Annual return | 16.83% | 42.83%-26.0pp | 282.51%-265.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,030 | $2,160-6.0% | $2,721-25.4% | $2,241-9.4% |
| Participant deferral / active EE | $3,946 | $2,788+41.5% | $4,175-5.5% | $3,767+4.7% |
| Admin fee / account holder | $3,004 | $2,290+31.2% | $5,349-43.8% | $2,969+1.2% |