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 | $177,885 | $53,822+230.5% | $75,696+135.0% | $85,850+107.2% |
| Participation rate | 68.8% | 69.1%-0.3pp | 74.8%-6.1pp | 69.3%-0.6pp |
| Annual return | 18.15% | 24.54%-6.4pp | 104.53%-86.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,480 | $2,017+23.0% | $2,743-9.6% | $2,565-3.3% |
| Participant deferral / active EE | $4,088 | $2,895+41.2% | $3,821+7.0% | $3,952+3.5% |
| Admin fee / account holder | $381 | $3,343-88.6% | $3,619-89.5% | $6,260-93.9% |