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 | $249,930 | $74,927+233.6% | $101,794+145.5% | $84,808+194.7% |
| Participation rate | 61.1% | 61.4%-0.3pp | 69.2%-8.1pp | 68.3%-7.2pp |
| Annual return | 16.60% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,875 | $1,522+286.1% | $2,289+156.7% | $2,631+123.3% |
| Participant deferral / active EE | $8,781 | $3,099+183.3% | $4,084+115.0% | $4,212+108.5% |
| Admin fee / account holder | $4,106 | $6,514-37.0% | $8,777-53.2% | $7,344-44.1% |