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 | $210,102 | $74,927+180.4% | $101,794+106.4% | $84,808+147.7% |
| Participation rate | 49.2% | 61.4%-12.2pp | 69.2%-20.0pp | 68.3%-19.1pp |
| Annual return | 20.32% | 18.70%+1.6pp | 30.53%-10.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,059 | $1,522+35.3% | $2,289-10.1% | $2,631-21.7% |
| Participant deferral / active EE | $4,156 | $3,099+34.1% | $4,084+1.8% | $4,212-1.3% |
| Admin fee / account holder | $581 | $6,514-91.1% | $8,777-93.4% | $7,344-92.1% |