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 | $229,034 | $80,673+183.9% | $101,326+126.0% | $84,808+170.1% |
| Participation rate | 54.8% | 77.8%-22.9pp | 81.5%-26.7pp | 68.3%-13.5pp |
| Annual return | 19.22% | 38.95%-19.7pp | 36.82%-17.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,222 | $2,698-17.6% | $3,665-39.4% | $2,631-15.5% |
| Participant deferral / active EE | $5,834 | $6,840-14.7% | $7,994-27.0% | $4,212+38.5% |
| Admin fee / account holder | $1,495 | $12,784-88.3% | $11,185-86.6% | $7,344-79.6% |