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 | $197,214 | $81,248+142.7% | $155,509+26.8% | $80,856+143.9% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 36.03% | 33.31%+2.7pp | 64.67%-28.6pp | 35.59%+0.4pp |
| Employer contribution / active EE | $1,415 | $3,100-54.3% | $4,672-69.7% | $2,755-48.6% |
| Participant deferral / active EE | $2,307 | $3,452-33.2% | $5,626-59.0% | $4,296-46.3% |
| Admin fee / account holder | $21,962 | $7,997+174.6% | $15,912+38.0% | $6,918+217.5% |