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 | $206,690 | $60,022+244.4% | $88,946+132.4% | $84,808+143.7% |
| Participation rate | 59.3% | 57.8%+1.4pp | 68.8%-9.6pp | 68.3%-9.1pp |
| Annual return | 15.60% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,822 | $1,703+7.0% | $2,555-28.7% | $2,631-30.8% |
| Participant deferral / active EE | $6,673 | $3,114+114.3% | $4,581+45.6% | $4,212+58.4% |
| Admin fee / account holder | $2,631 | $4,811-45.3% | $8,261-68.2% | $7,344-64.2% |