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 | $240,910 | $84,556+184.9% | $116,228+107.3% | $74,304+224.2% |
| Participation rate | 67.5% | 66.0%+1.5pp | 74.6%-7.0pp | 60.3%+7.2pp |
| Annual return | 16.63% | 18.35%-1.7pp | 90.06%-73.4pp | 29.43%-12.8pp |
| Employer contribution / active EE | $12,600 | $2,168+481.3% | $2,994+320.8% | $2,241+462.2% |
| Participant deferral / active EE | $6,121 | $3,814+60.5% | $4,953+23.6% | $3,767+62.5% |
| Admin fee / account holder | $9,181 | $3,792+142.1% | $11,989-23.4% | $2,969+209.3% |