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 | $218,751 | $73,933+195.9% | $96,683+126.3% | $75,163+191.0% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 19.55% | 26.70%-7.2pp | 35.69%-16.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,529 | $2,928-13.6% | $3,737-32.3% | $2,670-5.3% |
| Participant deferral / active EE | $6,924 | $3,659+89.2% | $4,878+41.9% | $4,125+67.8% |
| Admin fee / account holder | $4,161 | $5,216-20.2% | $6,730-38.2% | $5,651-26.4% |