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 | $209,090 | $84,556+147.3% | $116,228+79.9% | $74,304+181.4% |
| Participation rate | 50.8% | 66.0%-15.3pp | 74.6%-23.8pp | 60.3%-9.6pp |
| Annual return | 17.32% | 18.35%-1.0pp | 90.06%-72.7pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,828 | $2,168-15.7% | $2,994-39.0% | $2,241-18.4% |
| Participant deferral / active EE | $5,367 | $3,814+40.7% | $4,953+8.4% | $3,767+42.5% |
| Admin fee / account holder | $8,586 | $3,792+126.4% | $11,989-28.4% | $2,969+189.2% |