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 | $218,649 | $71,050+207.7% | $93,606+133.6% | $80,856+170.4% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 13.10% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,357 | $1,564+50.8% | $2,420-2.6% | $2,755-14.4% |
| Participant deferral / active EE | $4,630 | $4,034+14.8% | $4,411+5.0% | $4,296+7.8% |
| Admin fee / account holder | $32,850 | $6,945+373.0% | $8,285+296.5% | $6,918+374.8% |