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 | $211,489 | $64,839+226.2% | $95,585+121.3% | $84,808+149.4% |
| Participation rate | 64.3% | 63.8%+0.5pp | 72.1%-7.8pp | 68.3%-4.0pp |
| Annual return | 15.71% | -670.96%+686.7pp | 38.56%-22.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,435 | $1,759+38.5% | $2,527-3.6% | $2,631-7.4% |
| Participant deferral / active EE | $6,610 | $2,965+123.0% | $4,023+64.3% | $4,212+57.0% |
| Admin fee / account holder | $27,116 | $5,964+354.6% | $6,127+342.5% | $7,344+269.2% |