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 | $169,109 | $73,933+128.7% | $96,683+74.9% | $75,163+125.0% |
| Participation rate | 67.9% | 66.4%+1.4pp | 74.3%-6.5pp | 67.2%+0.7pp |
| Annual return | 14.49% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,253 | $2,928-23.0% | $3,737-39.7% | $2,670-15.6% |
| Participant deferral / active EE | $5,149 | $3,659+40.7% | $4,878+5.6% | $4,125+24.8% |
| Admin fee / account holder | $7,627 | $5,216+46.2% | $6,730+13.3% | $5,651+35.0% |