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 | $206,237 | $94,625+118.0% | $116,228+77.4% | $84,808+143.2% |
| Participation rate | 62.9% | 70.4%-7.6pp | 74.6%-11.7pp | 68.3%-5.5pp |
| Annual return | 12.98% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,649 | $2,347+12.9% | $2,994-11.5% | $2,631+0.7% |
| Participant deferral / active EE | $5,524 | $3,972+39.1% | $4,953+11.5% | $4,212+31.2% |
| Admin fee / account holder | $3,260 | $10,091-67.7% | $11,989-72.8% | $7,344-55.6% |