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 | $238,959 | $109,881+117.5% | $150,045+59.3% | $84,808+181.8% |
| Participation rate | 63.6% | 76.1%-12.4pp | 82.3%-18.7pp | 68.3%-4.7pp |
| Annual return | 15.62% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,855 | $3,561-47.9% | $4,693-60.5% | $2,631-29.5% |
| Participant deferral / active EE | $3,736 | $6,636-43.7% | $7,997-53.3% | $4,212-11.3% |
| Admin fee / account holder | $5,111 | $8,568-40.3% | $13,435-62.0% | $7,344-30.4% |