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 | $209,922 | $67,606+210.5% | $82,313+155.0% | $70,131+199.3% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 24.03% | 21.57%+2.5pp | 25.88%-1.8pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,057 | $1,755-39.8% | $2,428-56.5% | $2,342-54.9% |
| Participant deferral / active EE | $3,673 | $2,987+23.0% | $3,706-0.9% | $3,332+10.3% |
| Admin fee / account holder | $12,048 | $4,512+167.0% | $5,608+114.8% | $4,645+159.4% |