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 | $211,593 | $94,625+123.6% | $116,228+82.0% | $84,808+149.5% |
| Participation rate | 66.2% | 70.4%-4.3pp | 74.6%-8.4pp | 68.3%-2.1pp |
| Annual return | 13.85% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,002 | $2,347-14.7% | $2,994-33.1% | $2,631-23.9% |
| Participant deferral / active EE | $4,451 | $3,972+12.1% | $4,953-10.1% | $4,212+5.7% |
| Admin fee / account holder | $15,563 | $10,091+54.2% | $11,989+29.8% | $7,344+111.9% |