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 | $209,281 | $94,625+121.2% | $116,228+80.1% | $84,808+146.8% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.6%-17.4pp | 68.3%-11.2pp |
| Annual return | 17.42% | 20.40%-3.0pp | 90.06%-72.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,911 | $2,347+194.5% | $2,994+130.8% | $2,631+162.7% |
| Participant deferral / active EE | $3,199 | $3,972-19.5% | $4,953-35.4% | $4,212-24.1% |
| Admin fee / account holder | $9,771 | $10,091-3.2% | $11,989-18.5% | $7,344+33.1% |