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 | $231,755 | $72,492+219.7% | $87,100+166.1% | $72,985+217.5% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.3pp |
| Annual return | 24.15% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,476 | $1,894+30.7% | $2,521-1.8% | $2,440+1.5% |
| Participant deferral / active EE | $3,217 | $3,270-1.6% | $4,049-20.5% | $3,607-10.8% |
| Admin fee / account holder | $14,245 | $5,055+181.8% | $7,497+90.0% | $5,124+178.0% |