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 | $182,910 | $80,717+126.6% | $154,803+18.2% | $84,808+115.7% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 16.39% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,476 | $2,761+25.9% | $4,305-19.3% | $2,631+32.1% |
| Participant deferral / active EE | $5,999 | $3,303+81.6% | $5,540+8.3% | $4,212+42.4% |
| Admin fee / account holder | $15,446 | $6,746+129.0% | $14,329+7.8% | $7,344+110.3% |