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 | $235,768 | $95,803+146.1% | $113,168+108.3% | $84,808+178.0% |
| Participation rate | 65.8% | 72.9%-7.1pp | 76.6%-10.8pp | 68.3%-2.5pp |
| Annual return | 15.12% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,359 | $2,360-0.1% | $2,975-20.7% | $2,631-10.4% |
| Participant deferral / active EE | $4,429 | $4,242+4.4% | $5,107-13.3% | $4,212+5.2% |
| Admin fee / account holder | $16,681 | $8,989+85.6% | $12,068+38.2% | $7,344+127.1% |