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 | $204,673 | $52,580+289.3% | $71,671+185.6% | $70,131+191.8% |
| Participation rate | 69.6% | 60.9%+8.8pp | 68.7%+0.9pp | 69.5%+0.1pp |
| Annual return | 19.92% | 20.25%-0.3pp | 20.65%-0.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,195 | $1,616+35.8% | $2,460-10.8% | $2,342-6.3% |
| Participant deferral / active EE | $3,649 | $2,386+52.9% | $3,438+6.1% | $3,332+9.5% |
| Admin fee / account holder | $1,080 | $3,653-70.4% | $5,558-80.6% | $4,645-76.7% |