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 | $197,183 | $78,672+150.6% | $109,143+80.7% | $85,850+129.7% |
| Participation rate | 67.9% | 68.3%-0.4pp | 75.9%-8.0pp | 69.3%-1.5pp |
| Annual return | 22.06% | 25.09%-3.0pp | 25.75%-3.7pp | 318.53%-296.5pp |
| Employer contribution / active EE | $2,017 | $2,735-26.2% | $3,722-45.8% | $2,565-21.4% |
| Participant deferral / active EE | $5,943 | $3,467+71.4% | $4,653+27.7% | $3,952+50.4% |
| Admin fee / account holder | $724 | $5,469-86.8% | $6,752-89.3% | $6,260-88.4% |