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 | $236,954 | $95,416+148.3% | $185,823+27.5% | $85,850+176.0% |
| Participation rate | 69.0% | 68.8%+0.3pp | 81.7%-12.7pp | 69.3%-0.3pp |
| Annual return | 15.09% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,424 | $3,314+3.3% | $5,167-33.7% | $2,565+33.5% |
| Participant deferral / active EE | $5,043 | $3,423+47.3% | $5,568-9.4% | $3,952+27.6% |
| Admin fee / account holder | $10,522 | $7,213+45.9% | $16,237-35.2% | $6,260+68.1% |