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 | $197,792 | $64,324+207.5% | $118,925+66.3% | $79,858+147.7% |
| Participation rate | 67.7% | 64.9%+2.9pp | 75.4%-7.6pp | 69.6%-1.9pp |
| Annual return | 10.50% | 86.45%-76.0pp | 35.88%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $682 | $1,836-62.8% | $3,263-79.1% | $2,471-72.4% |
| Participant deferral / active EE | $3,772 | $2,824+33.6% | $4,265-11.5% | $3,740+0.9% |
| Admin fee / account holder | $1,944 | $4,040-51.9% | $6,581-70.5% | $5,306-63.4% |