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 | $162,024 | $81,248+99.4% | $155,509+4.2% | $80,856+100.4% |
| Participation rate | 61.7% | 66.2%-4.5pp | 78.2%-16.5pp | 67.6%-5.9pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,852 | $3,100-40.3% | $4,672-60.4% | $2,755-32.8% |
| Participant deferral / active EE | $4,493 | $3,452+30.2% | $5,626-20.1% | $4,296+4.6% |
| Admin fee / account holder | $5,616 | $7,997-29.8% | $15,912-64.7% | $6,918-18.8% |