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 | $201,471 | $56,423+257.1% | $77,163+161.1% | $71,457+181.9% |
| Participation rate | 62.4% | 64.3%-1.9pp | 69.6%-7.2pp | 67.9%-5.5pp |
| Annual return | 16.26% | 19.05%-2.8pp | 37.87%-21.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $723 | $1,866-61.2% | $2,535-71.5% | $2,588-72.0% |
| Participant deferral / active EE | $6,896 | $3,142+119.5% | $3,833+79.9% | $4,289+60.8% |
| Admin fee / account holder | $9,670 | $1,429+576.7% | $5,472+76.7% | $1,587+509.2% |