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 | $221,205 | $109,413+102.2% | $156,263+41.6% | $84,808+160.8% |
| Participation rate | 65.0% | 72.7%-7.7pp | 78.9%-13.9pp | 68.3%-3.3pp |
| Annual return | 23.97% | 20.18%+3.8pp | 59.47%-35.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,477 | $2,907+19.6% | $4,333-19.8% | $2,631+32.2% |
| Participant deferral / active EE | $7,616 | $4,590+65.9% | $6,158+23.7% | $4,212+80.8% |
| Admin fee / account holder | $774 | $9,357-91.7% | $14,255-94.6% | $7,344-89.5% |