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 | $203,534 | $91,552+122.3% | $133,956+51.9% | $79,858+154.9% |
| Participation rate | 59.5% | 73.3%-13.8pp | 79.8%-20.3pp | 69.6%-10.1pp |
| Annual return | 11.71% | 61.85%-50.1pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,531 | $2,384-35.8% | $3,919-60.9% | $2,471-38.0% |
| Participant deferral / active EE | $3,685 | $3,733-1.3% | $5,048-27.0% | $3,740-1.5% |
| Admin fee / account holder | $1,448 | $6,321-77.1% | $8,927-83.8% | $5,306-72.7% |