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 | $206,393 | $94,625+118.1% | $116,228+77.6% | $84,808+143.4% |
| Participation rate | 58.1% | 70.4%-12.3pp | 74.6%-16.4pp | 68.3%-10.2pp |
| Annual return | 13.55% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,571 | $2,347+9.6% | $2,994-14.1% | $2,631-2.3% |
| Participant deferral / active EE | $5,689 | $3,972+43.2% | $4,953+14.9% | $4,212+35.1% |
| Admin fee / account holder | $5,421 | $10,091-46.3% | $11,989-54.8% | $7,344-26.2% |