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 | $226,133 | $80,717+180.2% | $154,803+46.1% | $84,808+166.6% |
| Participation rate | 47.3% | 66.8%-19.5pp | 78.1%-30.8pp | 68.3%-21.0pp |
| Annual return | 18.12% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,461 | $2,761-10.9% | $4,305-42.8% | $2,631-6.5% |
| Participant deferral / active EE | $4,328 | $3,303+31.0% | $5,540-21.9% | $4,212+2.8% |
| Admin fee / account holder | $14,049 | $6,746+108.3% | $14,329-2.0% | $7,344+91.3% |