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 | $206,196 | $80,717+155.5% | $154,803+33.2% | $84,808+143.1% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 17.55% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,713 | $2,761-1.7% | $4,305-37.0% | $2,631+3.1% |
| Participant deferral / active EE | $4,063 | $3,303+23.0% | $5,540-26.7% | $4,212-3.5% |
| Admin fee / account holder | $3,873 | $6,746-42.6% | $14,329-73.0% | $7,344-47.3% |