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 | $249,709 | $49,915+400.3% | $154,803+61.3% | $74,304+236.1% |
| Participation rate | 63.8% | 54.0%+9.8pp | 78.1%-14.3pp | 60.3%+3.4pp |
| Annual return | 34.15% | 34.06%+0.1pp | 58.88%-24.7pp | 29.43%+4.7pp |
| Employer contribution / active EE | $2,593 | $1,611+60.9% | $4,305-39.8% | $2,241+15.7% |
| Participant deferral / active EE | $5,788 | $2,255+156.7% | $5,540+4.5% | $3,767+53.6% |
| Admin fee / account holder | $2,254 | $2,189+3.0% | $14,329-84.3% | $2,969-24.1% |