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 | $202,311 | $109,881+84.1% | $150,045+34.8% | $84,808+138.6% |
| Participation rate | 68.9% | 76.1%-7.2pp | 82.3%-13.5pp | 68.3%+0.5pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,076 | $3,561-13.6% | $4,693-34.5% | $2,631+16.9% |
| Participant deferral / active EE | $6,838 | $6,636+3.0% | $7,997-14.5% | $4,212+62.4% |
| Admin fee / account holder | $19,218 | $8,568+124.3% | $13,435+43.1% | $7,344+161.7% |