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 | $241,404 | $73,933+226.5% | $96,683+149.7% | $75,163+221.2% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 16.23% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,885 | $2,928-35.6% | $3,737-49.5% | $2,670-29.4% |
| Participant deferral / active EE | $6,113 | $3,659+67.1% | $4,878+25.3% | $4,125+48.2% |
| Admin fee / account holder | $15,392 | $5,216+195.1% | $6,730+128.7% | $5,651+172.4% |