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 | $197,526 | $109,413+80.5% | $156,263+26.4% | $84,808+132.9% |
| Participation rate | 65.6% | 72.7%-7.1pp | 78.9%-13.3pp | 68.3%-2.7pp |
| Annual return | 19.18% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,980 | $2,907-31.9% | $4,333-54.3% | $2,631-24.7% |
| Participant deferral / active EE | $5,274 | $4,590+14.9% | $6,158-14.4% | $4,212+25.2% |
| Admin fee / account holder | $649 | $9,357-93.1% | $14,255-95.4% | $7,344-91.2% |