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 | $205,498 | $101,724+102.0% | $164,813+24.7% | $80,856+154.2% |
| Participation rate | 57.3% | 71.8%-14.5pp | 78.6%-21.3pp | 67.6%-10.3pp |
| Annual return | 12.62% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $918 | $2,953-68.9% | $4,341-78.8% | $2,755-66.7% |
| Participant deferral / active EE | $3,486 | $4,477-22.1% | $6,031-42.2% | $4,296-18.9% |
| Admin fee / account holder | $16,049 | $8,227+95.1% | $12,690+26.5% | $6,918+132.0% |