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 | $218,111 | $93,571+133.1% | $135,903+60.5% | $75,163+190.2% |
| Participation rate | 60.5% | 75.2%-14.7pp | 81.9%-21.4pp | 67.2%-6.7pp |
| Annual return | 27.85% | 30.90%-3.1pp | 68.23%-40.4pp | 160.62%-132.8pp |
| Employer contribution / active EE | $4,889 | $3,537+38.2% | $4,856+0.7% | $2,670+83.1% |
| Participant deferral / active EE | $7,375 | $6,404+15.2% | $7,758-4.9% | $4,125+78.8% |
| Admin fee / account holder | $11,277 | $6,975+61.7% | $10,762+4.8% | $5,651+99.6% |