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 | $231,143 | $58,512+295.0% | $84,015+175.1% | $72,985+216.7% |
| Participation rate | 59.3% | 61.2%-2.0pp | 69.0%-9.8pp | 69.5%-10.2pp |
| Annual return | 18.26% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,786 | $1,163+53.6% | $1,983-9.9% | $2,440-26.8% |
| Participant deferral / active EE | $4,091 | $2,394+70.9% | $3,239+26.3% | $3,607+13.4% |
| Admin fee / account holder | $2,690 | $4,569-41.1% | $6,101-55.9% | $5,124-47.5% |