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 | $204,937 | $89,753+128.3% | $107,525+90.6% | $84,808+141.6% |
| Participation rate | 69.4% | 68.1%+1.4pp | 75.1%-5.6pp | 68.3%+1.1pp |
| Annual return | 15.01% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,464 | $3,113+107.6% | $3,754+72.2% | $2,631+145.7% |
| Participant deferral / active EE | $3,593 | $4,056-11.4% | $5,116-29.8% | $4,212-14.7% |
| Admin fee / account holder | $7,904 | $7,222+9.4% | $8,919-11.4% | $7,344+7.6% |