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 | $186,415 | $65,365+185.2% | $92,893+100.7% | $72,985+155.4% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 32.13% | 42.10%-10.0pp | 109.41%-77.3pp | 81.00%-48.9pp |
| Employer contribution / active EE | $1,678 | $2,594-35.3% | $3,653-54.1% | $2,440-31.2% |
| Participant deferral / active EE | $5,023 | $3,128+60.6% | $4,236+18.6% | $3,607+39.2% |
| Admin fee / account holder | $4,112 | $4,251-3.3% | $5,794-29.0% | $5,124-19.7% |