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 | $201,301 | $109,413+84.0% | $156,263+28.8% | $84,808+137.4% |
| Participation rate | 67.5% | 72.7%-5.2pp | 78.9%-11.4pp | 68.3%-0.8pp |
| Annual return | 17.35% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,437 | $2,907+52.6% | $4,333+2.4% | $2,631+68.6% |
| Participant deferral / active EE | $8,492 | $4,590+85.0% | $6,158+37.9% | $4,212+101.6% |
| Admin fee / account holder | $13,528 | $9,357+44.6% | $14,255-5.1% | $7,344+84.2% |