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 | $191,755 | $109,881+74.5% | $150,045+27.8% | $84,808+126.1% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 19.10% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,288 | $3,561-35.8% | $4,693-51.2% | $2,631-13.0% |
| Participant deferral / active EE | $5,971 | $6,636-10.0% | $7,997-25.3% | $4,212+41.8% |
| Admin fee / account holder | $567 | $8,568-93.4% | $13,435-95.8% | $7,344-92.3% |