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 8-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 | $214,542 | $95,803+123.9% | $113,168+89.6% | $84,808+153.0% |
| Participation rate | 69.0% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.7pp |
| Annual return | 15.57% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,545 | $2,360+50.2% | $2,975+19.2% | $2,631+34.8% |
| Participant deferral / active EE | $11,423 | $4,242+169.3% | $5,107+123.7% | $4,212+171.2% |
| Admin fee / account holder | $12,524 | $8,989+39.3% | $12,068+3.8% | $7,344+70.5% |