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 | $224,369 | $78,926+184.3% | $136,749+64.1% | $84,808+164.6% |
| Participation rate | 59.4% | 62.2%-2.8pp | 72.1%-12.8pp | 68.3%-8.9pp |
| Annual return | 15.58% | 18.17%-2.6pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,130 | $2,134-47.1% | $3,400-66.8% | $2,631-57.1% |
| Participant deferral / active EE | $2,333 | $3,168-26.4% | $4,692-50.3% | $4,212-44.6% |
| Admin fee / account holder | $15,984 | $6,369+151.0% | $11,386+40.4% | $7,344+117.7% |