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 | $191,808 | $59,101+224.5% | $77,163+148.6% | $75,163+155.2% |
| Participation rate | 65.6% | 63.9%+1.8pp | 69.6%-3.9pp | 67.2%-1.6pp |
| Annual return | 16.17% | 26.71%-10.5pp | 37.87%-21.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,889 | $1,995+44.8% | $2,535+14.0% | $2,670+8.2% |
| Participant deferral / active EE | $6,754 | $2,999+125.2% | $3,833+76.2% | $4,125+63.7% |
| Admin fee / account holder | $29,054 | $4,774+508.6% | $5,472+430.9% | $5,651+414.1% |