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 | $208,804 | $96,484+116.4% | $156,263+33.6% | $74,304+181.0% |
| Participation rate | 67.0% | 67.7%-0.7pp | 78.9%-11.9pp | 60.3%+6.7pp |
| Annual return | 22.41% | 17.73%+4.7pp | 59.47%-37.1pp | 29.43%-7.0pp |
| Employer contribution / active EE | $5,552 | $2,528+119.6% | $4,333+28.1% | $2,241+147.7% |
| Participant deferral / active EE | $10,060 | $4,286+134.7% | $6,158+63.4% | $3,767+167.0% |
| Admin fee / account holder | $8,563 | $3,728+129.7% | $14,255-39.9% | $2,969+188.4% |