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 | $239,628 | $96,484+148.4% | $156,263+53.3% | $74,304+222.5% |
| Participation rate | 42.0% | 67.7%-25.7pp | 78.9%-36.9pp | 60.3%-18.3pp |
| Annual return | 16.78% | 17.73%-1.0pp | 59.47%-42.7pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,752 | $2,528+8.9% | $4,333-36.5% | $2,241+22.8% |
| Participant deferral / active EE | $3,868 | $4,286-9.8% | $6,158-37.2% | $3,767+2.7% |
| Admin fee / account holder | $13,267 | $3,728+255.9% | $14,255-6.9% | $2,969+346.9% |