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 | $228,903 | $86,929+163.3% | $102,423+123.5% | $80,856+183.1% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 20.87% | 18.88%+2.0pp | 29.32%-8.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,309 | $2,369-2.5% | $3,023-23.6% | $2,755-16.2% |
| Participant deferral / active EE | $4,391 | $4,118+6.6% | $5,053-13.1% | $4,296+2.2% |
| Admin fee / account holder | $10,553 | $8,049+31.1% | $9,451+11.7% | $6,918+52.5% |