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 | $199,591 | $95,803+108.3% | $113,168+76.4% | $84,808+135.3% |
| Participation rate | 57.6% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.7pp |
| Annual return | 15.81% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,004 | $2,360-15.1% | $2,975-32.6% | $2,631-23.8% |
| Participant deferral / active EE | $3,026 | $4,242-28.7% | $5,107-40.7% | $4,212-28.1% |
| Admin fee / account holder | $5,870 | $8,989-34.7% | $12,068-51.4% | $7,344-20.1% |