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 | $197,939 | $138,347+43.1% | $184,203+7.5% | $80,856+144.8% |
| Participation rate | 67.9% | 83.9%-16.0pp | 86.8%-19.0pp | 67.6%+0.2pp |
| Annual return | 15.27% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,564 | $4,850-47.1% | $6,427-60.1% | $2,755-6.9% |
| Participant deferral / active EE | $6,092 | $7,071-13.8% | $9,131-33.3% | $4,296+41.8% |
| Admin fee / account holder | $3,000 | $10,483-71.4% | $13,901-78.4% | $6,918-56.6% |