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 | $185,946 | $60,892+205.4% | $82,389+125.7% | $84,808+119.3% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 14.00% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,426 | $1,779+92.6% | $2,517+36.1% | $2,631+30.2% |
| Participant deferral / active EE | $8,545 | $3,179+168.8% | $4,155+105.7% | $4,212+102.9% |
| Admin fee / account holder | $78,873 | $5,467+1342.6% | $7,231+990.8% | $7,344+974.0% |