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 | $210,453 | $60,892+245.6% | $82,389+155.4% | $84,808+148.2% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 14.42% | 37.29%-22.9pp | 28.67%-14.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,558 | $1,779+100.0% | $2,517+41.4% | $2,631+35.2% |
| Participant deferral / active EE | $6,938 | $3,179+118.3% | $4,155+67.0% | $4,212+64.7% |
| Admin fee / account holder | $34,466 | $5,467+530.4% | $7,231+376.7% | $7,344+369.3% |