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 | $216,079 | $65,561+229.6% | $86,188+150.7% | $75,163+187.5% |
| Participation rate | 65.6% | 60.5%+5.1pp | 69.0%-3.3pp | 67.2%-1.6pp |
| Annual return | 17.20% | 46.05%-28.9pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,789 | $1,553+144.0% | $2,380+59.2% | $2,670+41.9% |
| Participant deferral / active EE | $6,644 | $3,024+119.7% | $3,985+66.7% | $4,125+61.1% |
| Admin fee / account holder | $28,699 | $5,474+424.3% | $6,852+318.9% | $5,651+407.9% |