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 | $201,952 | $127,065+58.9% | $113,168+78.5% | $142,382+41.8% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 15.79% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,793 | $3,442-47.9% | $2,975-39.7% | $4,299-58.3% |
| Participant deferral / active EE | $6,564 | $5,716+14.8% | $5,107+28.5% | $6,507+0.9% |
| Admin fee / account holder | $1,839 | $15,736-88.3% | $12,068-84.8% | $12,624-85.4% |