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 | $246,256 | $109,881+124.1% | $150,045+64.1% | $84,808+190.4% |
| Participation rate | 63.3% | 76.1%-12.8pp | 82.3%-19.0pp | 68.3%-5.0pp |
| Annual return | 15.56% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,417 | $3,561-32.1% | $4,693-48.5% | $2,631-8.1% |
| Participant deferral / active EE | $6,557 | $6,636-1.2% | $7,997-18.0% | $4,212+55.7% |
| Admin fee / account holder | $69,621 | $8,568+712.6% | $13,435+418.2% | $7,344+848.0% |