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 | $226,343 | $80,717+180.4% | $154,803+46.2% | $84,808+166.9% |
| Participation rate | 64.2% | 66.8%-2.6pp | 78.1%-13.9pp | 68.3%-4.1pp |
| Annual return | 17.51% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,183 | $2,761-21.0% | $4,305-49.3% | $2,631-17.0% |
| Participant deferral / active EE | $5,513 | $3,303+66.9% | $5,540-0.5% | $4,212+30.9% |
| Admin fee / account holder | $6,435 | $6,746-4.6% | $14,329-55.1% | $7,344-12.4% |