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 | $195,920 | $95,803+104.5% | $113,168+73.1% | $84,808+131.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 13.45% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,723 | $2,360-27.0% | $2,975-42.1% | $2,631-34.5% |
| Participant deferral / active EE | $4,834 | $4,242+14.0% | $5,107-5.3% | $4,212+14.8% |
| Admin fee / account holder | $20,472 | $8,989+127.7% | $12,068+69.6% | $7,344+178.8% |