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 | $201,284 | $91,552+119.9% | $133,956+50.3% | $79,858+152.1% |
| Participation rate | 59.6% | 73.3%-13.8pp | 79.8%-20.3pp | 69.6%-10.1pp |
| Annual return | 20.10% | 61.85%-41.7pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,342 | $2,384-1.7% | $3,919-40.2% | $2,471-5.2% |
| Participant deferral / active EE | $4,102 | $3,733+9.9% | $5,048-18.7% | $3,740+9.7% |
| Admin fee / account holder | $11,767 | $6,321+86.2% | $8,927+31.8% | $5,306+121.8% |