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 | $203,211 | $78,926+157.5% | $136,749+48.6% | $84,808+139.6% |
| Participation rate | 67.5% | 62.2%+5.3pp | 72.1%-4.6pp | 68.3%-0.8pp |
| Annual return | 17.87% | 18.17%-0.3pp | 24.33%-6.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,365 | $2,134+245.1% | $3,400+116.6% | $2,631+179.9% |
| Participant deferral / active EE | $9,518 | $3,168+200.4% | $4,692+102.9% | $4,212+126.0% |
| Admin fee / account holder | $8,711 | $6,369+36.8% | $11,386-23.5% | $7,344+18.6% |