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 | $224,696 | $84,556+165.7% | $116,228+93.3% | $74,304+202.4% |
| Participation rate | 64.0% | 66.0%-2.1pp | 74.6%-10.6pp | 60.3%+3.6pp |
| Annual return | 15.51% | 18.35%-2.8pp | 90.06%-74.6pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,167 | $2,168+138.4% | $2,994+72.5% | $2,241+130.5% |
| Participant deferral / active EE | $11,297 | $3,814+196.2% | $4,953+128.1% | $3,767+199.9% |
| Admin fee / account holder | $14,647 | $3,792+286.3% | $11,989+22.2% | $2,969+393.4% |