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 | $198,505 | $93,571+112.1% | $135,903+46.1% | $75,163+164.1% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 17.31% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,022 | $3,537-71.1% | $4,856-79.0% | $2,670-61.7% |
| Participant deferral / active EE | $6,022 | $6,404-6.0% | $7,758-22.4% | $4,125+46.0% |
| Admin fee / account holder | $2,422 | $6,975-65.3% | $10,762-77.5% | $5,651-57.1% |