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 | $197,558 | $56,053+252.4% | $75,972+160.0% | $80,856+144.3% |
| Participation rate | 69.2% | 62.0%+7.2pp | 69.1%+0.2pp | 67.6%+1.6pp |
| Annual return | 30.76% | 20.53%+10.2pp | 359.55%-328.8pp | 35.59%-4.8pp |
| Employer contribution / active EE | $2,194 | $1,874+17.0% | $2,685-18.3% | $2,755-20.4% |
| Participant deferral / active EE | $3,867 | $3,052+26.7% | $4,255-9.1% | $4,296-10.0% |
| Admin fee / account holder | $5,845 | $5,234+11.7% | $6,467-9.6% | $6,918-15.5% |