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 | $247,948 | $65,561+278.2% | $91,541+170.9% | $74,304+233.7% |
| Participation rate | 57.1% | 56.6%+0.6pp | 69.8%-12.6pp | 60.3%-3.2pp |
| Annual return | 15.31% | 17.68%-2.4pp | 20.50%-5.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $872 | $1,717-49.2% | $2,505-65.2% | $2,241-61.1% |
| Participant deferral / active EE | $6,615 | $2,918+126.7% | $4,008+65.0% | $3,767+75.6% |
| Admin fee / account holder | $18,699 | $3,333+461.1% | $6,956+168.8% | $2,969+529.8% |