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 | $197,003 | $101,724+93.7% | $164,813+19.5% | $80,856+143.6% |
| Participation rate | 69.8% | 71.8%-2.1pp | 78.6%-8.8pp | 67.6%+2.1pp |
| Annual return | 21.69% | 16.72%+5.0pp | 69.93%-48.2pp | 35.59%-13.9pp |
| Employer contribution / active EE | $6,423 | $2,953+117.5% | $4,341+48.0% | $2,755+133.2% |
| Participant deferral / active EE | $7,161 | $4,477+59.9% | $6,031+18.7% | $4,296+66.7% |
| Admin fee / account holder | $4,880 | $8,227-40.7% | $12,690-61.5% | $6,918-29.5% |