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 | $197,439 | $79,944+147.0% | $98,439+100.6% | $75,163+162.7% |
| Participation rate | 63.7% | 70.4%-6.6pp | 75.2%-11.4pp | 67.2%-3.5pp |
| Annual return | 16.16% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,311 | $2,264+46.2% | $3,048+8.6% | $2,670+24.0% |
| Participant deferral / active EE | $10,662 | $3,752+184.2% | $4,738+125.0% | $4,125+158.5% |
| Admin fee / account holder | $5,399 | $6,840-21.1% | $8,948-39.7% | $5,651-4.5% |