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 | $211,543 | $78,926+168.0% | $136,749+54.7% | $84,808+149.4% |
| Participation rate | 54.7% | 62.2%-7.5pp | 72.1%-17.5pp | 68.3%-13.6pp |
| Annual return | 14.52% | 18.17%-3.7pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,271 | $2,134-40.4% | $3,400-62.6% | $2,631-51.7% |
| Participant deferral / active EE | $4,238 | $3,168+33.8% | $4,692-9.7% | $4,212+0.6% |
| Admin fee / account holder | $13,917 | $6,369+118.5% | $11,386+22.2% | $7,344+89.5% |