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 | $222,651 | $71,050+213.4% | $93,606+137.9% | $80,856+175.4% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 17.78% | 11.26%+6.5pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,450 | $4,034-39.2% | $4,411-44.5% | $4,296-43.0% |
| Admin fee / account holder | $7,512 | $6,945+8.2% | $8,285-9.3% | $6,918+8.6% |