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 | $247,102 | $74,927+229.8% | $101,794+142.7% | $84,808+191.4% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.2%-15.9pp | 68.3%-15.0pp |
| Annual return | 13.49% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,608 | $1,522+71.4% | $2,289+13.9% | $2,631-0.9% |
| Participant deferral / active EE | $7,050 | $3,099+127.5% | $4,084+72.6% | $4,212+67.4% |
| Admin fee / account holder | $7,936 | $6,514+21.8% | $8,777-9.6% | $7,344+8.1% |