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 | $212,548 | $74,927+183.7% | $101,794+108.8% | $84,808+150.6% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.2%-15.6pp | 68.3%-14.7pp |
| Annual return | 15.26% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,548 | $1,522+67.4% | $2,289+11.3% | $2,631-3.2% |
| Participant deferral / active EE | $4,382 | $3,099+41.4% | $4,084+7.3% | $4,212+4.0% |
| Admin fee / account holder | $4,773 | $6,514-26.7% | $8,777-45.6% | $7,344-35.0% |