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 | $197,177 | $74,927+163.2% | $101,794+93.7% | $84,808+132.5% |
| Participation rate | 62.7% | 61.4%+1.3pp | 69.2%-6.5pp | 68.3%-5.6pp |
| Annual return | 16.01% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,025 | $1,522+33.1% | $2,289-11.5% | $2,631-23.0% |
| Participant deferral / active EE | $5,353 | $3,099+72.7% | $4,084+31.1% | $4,212+27.1% |
| Admin fee / account holder | $22,311 | $6,514+242.5% | $8,777+154.2% | $7,344+203.8% |