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 | $217,302 | $163,101+33.2% | $136,749+58.9% | $142,382+52.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 13.61% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,436 | $4,117-40.8% | $3,400-28.3% | $4,299-43.3% |
| Participant deferral / active EE | $5,567 | $5,585-0.3% | $4,692+18.6% | $6,507-14.4% |
| Admin fee / account holder | $156,565 | $14,318+993.5% | $11,386+1275.0% | $12,624+1140.2% |