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 | $242,706 | $89,753+170.4% | $107,525+125.7% | $84,808+186.2% |
| Participation rate | 61.1% | 68.1%-6.9pp | 75.1%-14.0pp | 68.3%-7.2pp |
| Annual return | 18.86% | 29.48%-10.6pp | 181.32%-162.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,425 | $3,113-22.1% | $3,754-35.4% | $2,631-7.8% |
| Participant deferral / active EE | $5,002 | $4,056+23.3% | $5,116-2.2% | $4,212+18.8% |
| Admin fee / account holder | $7,340 | $7,222+1.6% | $8,919-17.7% | $7,344-0.1% |