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 | $218,819 | $80,717+171.1% | $154,803+41.4% | $84,808+158.0% |
| Participation rate | 65.1% | 66.8%-1.7pp | 78.1%-13.0pp | 68.3%-3.2pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,683 | $2,761+69.6% | $4,305+8.8% | $2,631+78.0% |
| Participant deferral / active EE | $8,467 | $3,303+156.3% | $5,540+52.8% | $4,212+101.0% |
| Admin fee / account holder | $35,653 | $6,746+428.5% | $14,329+148.8% | $7,344+385.5% |