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 | $184,849 | $80,717+129.0% | $154,803+19.4% | $84,808+118.0% |
| Participation rate | 65.9% | 66.8%-0.9pp | 78.1%-12.2pp | 68.3%-2.4pp |
| Annual return | 15.98% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,841 | $2,761+2.9% | $4,305-34.0% | $2,631+8.0% |
| Participant deferral / active EE | $6,496 | $3,303+96.7% | $5,540+17.2% | $4,212+54.2% |
| Admin fee / account holder | $2,471 | $6,746-63.4% | $14,329-82.8% | $7,344-66.4% |