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 | $232,598 | $81,248+186.3% | $155,509+49.6% | $80,856+187.7% |
| Participation rate | 53.7% | 66.2%-12.6pp | 78.2%-24.5pp | 67.6%-14.0pp |
| Annual return | 13.46% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $12,054 | $3,100+288.8% | $4,672+158.0% | $2,755+337.6% |
| Participant deferral / active EE | $7,674 | $3,452+122.3% | $5,626+36.4% | $4,296+78.6% |
| Admin fee / account holder | $10,308 | $7,997+28.9% | $15,912-35.2% | $6,918+49.0% |