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 | $217,249 | $71,050+205.8% | $93,606+132.1% | $80,856+168.7% |
| Participation rate | 64.1% | 60.4%+3.7pp | 68.7%-4.6pp | 67.6%-3.5pp |
| Annual return | 13.44% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,395 | $1,564+53.2% | $2,420-1.0% | $2,755-13.1% |
| Participant deferral / active EE | $5,920 | $4,034+46.8% | $4,411+34.2% | $4,296+37.8% |
| Admin fee / account holder | $32,626 | $6,945+369.8% | $8,285+293.8% | $6,918+371.6% |