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 | $195,720 | $64,839+201.9% | $95,585+104.8% | $84,808+130.8% |
| Participation rate | 53.3% | 63.8%-10.5pp | 72.1%-18.7pp | 68.3%-15.0pp |
| Annual return | 18.89% | -670.96%+689.8pp | 38.56%-19.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,730 | $1,759-1.6% | $2,527-31.5% | $2,631-34.2% |
| Participant deferral / active EE | $4,072 | $2,965+37.3% | $4,023+1.2% | $4,212-3.3% |
| Admin fee / account holder | $12,723 | $5,964+113.3% | $6,127+107.6% | $7,344+73.3% |