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 | $197,882 | $89,753+120.5% | $107,525+84.0% | $84,808+133.3% |
| Participation rate | 68.6% | 68.1%+0.5pp | 75.1%-6.5pp | 68.3%+0.3pp |
| Annual return | 14.66% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,316 | $3,113-25.6% | $3,754-38.3% | $2,631-12.0% |
| Participant deferral / active EE | $6,660 | $4,056+64.2% | $5,116+30.2% | $4,212+58.1% |
| Admin fee / account holder | $12,708 | $7,222+76.0% | $8,919+42.5% | $7,344+73.0% |