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 | $210,671 | $81,208+159.4% | $98,907+113.0% | $79,858+163.8% |
| Participation rate | 60.3% | 72.5%-12.2pp | 76.0%-15.7pp | 69.6%-9.3pp |
| Annual return | 18.80% | 60.99%-42.2pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,379 | $1,960-29.6% | $2,689-48.7% | $2,471-44.2% |
| Participant deferral / active EE | $5,228 | $3,265+60.1% | $4,244+23.2% | $3,740+39.8% |
| Admin fee / account holder | $13,005 | $6,013+116.3% | $6,642+95.8% | $5,306+145.1% |