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 | $212,169 | $81,460+160.5% | $103,333+105.3% | $80,856+162.4% |
| Participation rate | 44.4% | 66.8%-22.4pp | 74.5%-30.1pp | 67.6%-23.2pp |
| Annual return | 10.80% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,727 | $3,105-44.4% | $3,868-55.4% | $2,755-37.3% |
| Participant deferral / active EE | $6,639 | $3,869+71.6% | $5,057+31.3% | $4,296+54.5% |
| Admin fee / account holder | $5,522 | $6,566-15.9% | $8,355-33.9% | $6,918-20.2% |