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 | $244,494 | $58,512+317.9% | $84,015+191.0% | $72,985+235.0% |
| Participation rate | 61.5% | 61.2%+0.3pp | 69.0%-7.5pp | 69.5%-7.9pp |
| Annual return | 17.69% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,704 | $1,163+132.5% | $1,983+36.3% | $2,440+10.8% |
| Participant deferral / active EE | $4,658 | $2,394+94.6% | $3,239+43.8% | $3,607+29.1% |
| Admin fee / account holder | $2,466 | $4,569-46.0% | $6,101-59.6% | $5,124-51.9% |